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 | $191,000 | $198,466-3.8% | $170,442+12.1% | $147,584+29.4% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 16.29% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,169 | $6,184-64.9% | $5,433-60.1% | $4,876-55.5% |
| Participant deferral / active EE | $9,132 | $5,629+62.2% | $4,939+84.9% | $5,439+67.9% |
| Admin fee / account holder | $5,455 | $16,852-67.6% | $13,880-60.7% | $10,885-49.9% |