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 | $192,675 | $165,984+16.1% | $164,813+16.9% | $145,922+32.0% |
| Participation rate | 47.8% | 82.0%-34.2pp | 78.6%-30.8pp | 80.3%-32.5pp |
| Annual return | 19.11% | 100.03%-80.9pp | 69.93%-50.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $7,470 | $5,273+41.7% | $4,341+72.1% | $4,660+60.3% |
| Participant deferral / active EE | $9,608 | $6,959+38.1% | $6,031+59.3% | $6,688+43.7% |
| Admin fee / account holder | $24,192 | $16,648+45.3% | $12,690+90.6% | $13,397+80.6% |