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 | $240,202 | $209,411+14.7% | $178,490+34.6% | $158,922+51.1% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 14.03% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,542 | $5,706-73.0% | $5,011-69.2% | $4,761-67.6% |
| Participant deferral / active EE | $5,119 | $5,954-14.0% | $5,202-1.6% | $5,982-14.4% |
| Admin fee / account holder | $1,830 | $17,074-89.3% | $13,984-86.9% | $11,246-83.7% |