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 | $185,614 | $226,064-17.9% | $182,532+1.7% | $152,861+21.4% |
| Participation rate | 45.8% | 82.5%-36.6pp | 78.0%-32.1pp | 82.4%-36.6pp |
| Annual return | 24.15% | 192.51%-168.4pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $700 | $4,978-85.9% | $4,076-82.8% | $4,762-85.3% |
| Participant deferral / active EE | $3,902 | $6,368-38.7% | $5,524-29.4% | $5,850-33.3% |
| Admin fee / account holder | $11,571 | $10,703+8.1% | $8,592+34.7% | $11,596-0.2% |