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 | $175,546 | $197,591-11.2% | $177,821-1.3% | $158,922+10.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 14.95% | 58.76%-43.8pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,424 | $6,697-63.8% | $5,918-59.0% | $4,761-49.1% |
| Participant deferral / active EE | $6,183 | $8,405-26.4% | $7,714-19.8% | $5,982+3.4% |
| Admin fee / account holder | $1,035 | $15,399-93.3% | $12,427-91.7% | $11,246-90.8% |