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 | $173,995 | $226,064-23.0% | $182,532-4.7% | $152,861+13.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 25.45% | 192.51%-167.1pp | 148.54%-123.1pp | 345.32%-319.9pp |
| Employer contribution / active EE | $578 | $4,978-88.4% | $4,076-85.8% | $4,762-87.9% |
| Participant deferral / active EE | $3,763 | $6,368-40.9% | $5,524-31.9% | $5,850-35.7% |
| Admin fee / account holder | $1,505 | $10,703-85.9% | $8,592-82.5% | $11,596-87.0% |