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 | $227,526 | $202,318+12.5% | $172,739+31.7% | $152,861+48.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 15.05% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,769 | $5,856-69.8% | $5,143-65.6% | $4,762-62.9% |
| Participant deferral / active EE | $4,517 | $5,948-24.1% | $5,198-13.1% | $5,850-22.8% |
| Admin fee / account holder | $4,060 | $17,109-76.3% | $13,954-70.9% | $11,596-65.0% |