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 | $193,776 | $176,056+10.1% | $159,436+21.5% | $167,490+15.7% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.44% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,739 | $5,297-48.3% | $4,829-43.3% | $4,837-43.4% |
| Participant deferral / active EE | $9,585 | $7,750+23.7% | $7,352+30.4% | $6,341+51.1% |
| Admin fee / account holder | $1,108 | $12,554-91.2% | $10,799-89.7% | $12,309-91.0% |