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 | $145,552 | $158,398-8.1% | $126,539+15.0% | $142,382+2.2% |
| Participation rate | 55.0% | 75.8%-20.8pp | 69.8%-14.8pp | 80.1%-25.1pp |
| Annual return | 16.45% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,244 | $4,650-73.3% | $3,674-66.1% | $4,299-71.1% |
| Participant deferral / active EE | $4,151 | $4,767-12.9% | $4,083+1.7% | $6,507-36.2% |
| Admin fee / account holder | $2,713 | $6,918-60.8% | $6,065-55.3% | $12,624-78.5% |