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 | $176,056 | $209,411-15.9% | $178,490-1.4% | $158,922+10.8% |
| Participation rate | 52.4% | 86.3%-34.0pp | 81.9%-29.5pp | 82.0%-29.6pp |
| Annual return | 13.90% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,375 | $5,706-75.9% | $5,011-72.5% | $4,761-71.1% |
| Participant deferral / active EE | $4,492 | $5,954-24.6% | $5,202-13.6% | $5,982-24.9% |
| Admin fee / account holder | $2,899 | $17,074-83.0% | $13,984-79.3% | $11,246-74.2% |