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 | $188,392 | $179,726+4.8% | $156,263+20.6% | $142,382+32.3% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.9%-23.9pp | 80.1%-25.1pp |
| Annual return | 13.12% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,465 | $6,956-7.1% | $6,158+5.0% | $6,507-0.6% |
| Admin fee / account holder | $34,125 | $17,272+97.6% | $14,255+139.4% | $12,624+170.3% |