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 | $200,430 | $159,934+25.3% | $147,005+36.3% | $145,959+37.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.93% | 98.24%-76.3pp | 418.76%-396.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $5,635 | $5,287+6.6% | $4,934+14.2% | $4,661+20.9% |
| Participant deferral / active EE | $10,928 | $8,427+29.7% | $8,070+35.4% | $6,689+63.4% |
| Admin fee / account holder | $1,813 | $15,053-88.0% | $13,006-86.1% | $13,398-86.5% |