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 | $158,840 | $121,625+30.6% | $104,607+51.8% | $158,922-0.1% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 19.38% | 465.26%-445.9pp | 340.46%-321.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $8,435 | $3,163+166.7% | $2,681+214.7% | $4,761+77.2% |
| Participant deferral / active EE | $16,469 | $4,177+294.2% | $3,740+340.4% | $5,982+175.3% |
| Admin fee / account holder | $9,272 | $7,787+19.1% | $6,473+43.2% | $11,246-17.5% |