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 | $171,800 | $165,335+3.9% | $149,696+14.8% | $158,922+8.1% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 13.05% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,946 | $5,103-61.9% | $4,644-58.1% | $4,761-59.1% |
| Participant deferral / active EE | $5,611 | $7,181-21.9% | $6,842-18.0% | $5,982-6.2% |
| Admin fee / account holder | $14,394 | $10,807+33.2% | $9,309+54.6% | $11,246+28.0% |