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 | $236,401 | $202,432+16.8% | $169,368+39.6% | $139,434+69.5% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 20.52% | 531.74%-511.2pp | 405.60%-385.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,526 | $4,692-46.2% | $4,013-37.1% | $4,751-46.8% |
| Participant deferral / active EE | $6,500 | $6,938-6.3% | $6,221+4.5% | $6,710-3.1% |
| Admin fee / account holder | $2,370 | $10,708-77.9% | $9,003-73.7% | $11,403-79.2% |