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 | $245,570 | $202,318+21.4% | $172,739+42.2% | $152,861+60.6% |
| Participation rate | 29.2% | 87.1%-57.9pp | 82.6%-53.5pp | 82.4%-53.3pp |
| Annual return | 25.71% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,242 | $5,856-78.8% | $5,143-75.9% | $4,762-73.9% |
| Participant deferral / active EE | $3,707 | $5,948-37.7% | $5,198-28.7% | $5,850-36.6% |
| Admin fee / account holder | $1,168 | $17,109-93.2% | $13,954-91.6% | $11,596-89.9% |