See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,950 | $209,832+13.4% | $189,513+25.6% | $167,490+42.1% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 11.31% | 748.27%-737.0pp | 555.15%-543.8pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,597 | $6,914-62.4% | $6,162-57.9% | $4,837-46.3% |
| Participant deferral / active EE | $4,614 | $8,935-48.4% | $8,221-43.9% | $6,341-27.2% |
| Admin fee / account holder | $3,434 | $14,293-76.0% | $12,045-71.5% | $12,309-72.1% |