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 | $201,731 | $108,919+85.2% | $100,391+100.9% | $145,922+38.2% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 15.32% | 57.88%-42.6pp | 49.20%-33.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,467 | $4,419-66.8% | $3,942-62.8% | $4,660-68.5% |
| Participant deferral / active EE | $6,045 | $8,445-28.4% | $8,082-25.2% | $6,688-9.6% |
| Admin fee / account holder | $9,232 | $9,689-4.7% | $7,899+16.9% | $13,397-31.1% |