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 | $184,296 | $209,411-12.0% | $178,490+3.3% | $158,922+16.0% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 17.29% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,828 | $5,706-68.0% | $5,011-63.5% | $4,761-61.6% |
| Participant deferral / active EE | $4,829 | $5,954-18.9% | $5,202-7.2% | $5,982-19.3% |
| Admin fee / account holder | $685 | $17,074-96.0% | $13,984-95.1% | $11,246-93.9% |