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 | $153,229 | $165,984-7.7% | $164,813-7.0% | $145,922+5.0% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 8.83% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,289 | $5,273-56.6% | $4,341-47.3% | $4,660-50.9% |
| Participant deferral / active EE | $5,219 | $6,959-25.0% | $6,031-13.5% | $6,688-22.0% |
| Admin fee / account holder | $9,789 | $16,648-41.2% | $12,690-22.9% | $13,397-26.9% |