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 | $214,975 | $209,411+2.7% | $178,490+20.4% | $158,922+35.3% |
| Participation rate | 23.1% | 86.3%-63.3pp | 81.9%-58.8pp | 82.0%-58.9pp |
| Annual return | 421.05% | 188.75%+232.3pp | 151.07%+270.0pp | 302.83%+118.2pp |
| Employer contribution / active EE | $1,537 | $5,706-73.1% | $5,011-69.3% | $4,761-67.7% |
| Participant deferral / active EE | $4,422 | $5,954-25.7% | $5,202-15.0% | $5,982-26.1% |
| Admin fee / account holder | $4,642 | $17,074-72.8% | $13,984-66.8% | $11,246-58.7% |