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 | $185,655 | $209,411-11.3% | $178,490+4.0% | $158,922+16.8% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 25.57% | 188.75%-163.2pp | 151.07%-125.5pp | 302.83%-277.3pp |
| Employer contribution / active EE | $3,773 | $5,706-33.9% | $5,011-24.7% | $4,761-20.8% |
| Participant deferral / active EE | $10,793 | $5,954+81.3% | $5,202+107.5% | $5,982+80.4% |
| Admin fee / account holder | $9,922 | $17,074-41.9% | $13,984-29.0% | $11,246-11.8% |