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 | $158,884 | $169,032-6.0% | $129,207+23.0% | $145,922+8.9% |
| Participation rate | 44.4% | 76.4%-32.0pp | 69.6%-25.2pp | 80.3%-35.8pp |
| Annual return | 13.01% | 14330.11%-14317.1pp | 9417.33%-9404.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $868 | $5,537-84.3% | $4,153-79.1% | $4,660-81.4% |
| Participant deferral / active EE | $4,550 | $4,987-8.8% | $4,168+9.2% | $6,688-32.0% |
| Admin fee / account holder | $12,756 | $9,954+28.1% | $7,715+65.3% | $13,397-4.8% |