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 | $167,845 | $209,411-19.8% | $178,490-6.0% | $158,922+5.6% |
| Participation rate | 60.9% | 86.3%-25.5pp | 81.9%-21.1pp | 82.0%-21.1pp |
| Annual return | 17.50% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,164 | $5,706-79.6% | $5,011-76.8% | $4,761-75.5% |
| Participant deferral / active EE | $4,409 | $5,954-26.0% | $5,202-15.2% | $5,982-26.3% |
| Admin fee / account holder | $1,544 | $17,074-91.0% | $13,984-89.0% | $11,246-86.3% |