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 9-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 | $185,125 | $217,402-14.8% | $185,823-0.4% | $167,490+10.5% |
| Participation rate | 68.4% | 86.0%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 13.48% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,604 | $5,873-72.7% | $5,167-69.0% | $4,837-66.8% |
| Participant deferral / active EE | $5,596 | $6,356-12.0% | $5,568+0.5% | $6,341-11.8% |
| Admin fee / account holder | $3,144 | $19,811-84.1% | $16,237-80.6% | $12,309-74.5% |