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 | $184,792 | $165,335+11.8% | $149,696+23.4% | $158,922+16.3% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 24.18% | 348.15%-324.0pp | 276.60%-252.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,719 | $5,103-66.3% | $4,644-63.0% | $4,761-63.9% |
| Participant deferral / active EE | $5,103 | $7,181-28.9% | $6,842-25.4% | $5,982-14.7% |
| Admin fee / account holder | $25,003 | $10,807+131.4% | $9,309+168.6% | $11,246+122.3% |