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 | $165,587 | $155,788+6.3% | $124,672+32.8% | $167,490-1.1% |
| Participation rate | 54.2% | 81.1%-26.9pp | 74.6%-20.4pp | 82.1%-27.9pp |
| Annual return | 9.46% | 17.97%-8.5pp | 5142.93%-5133.5pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,372 | $4,163-67.1% | $3,324-58.7% | $4,837-71.6% |
| Participant deferral / active EE | $2,585 | $5,673-54.4% | $4,614-44.0% | $6,341-59.2% |
| Admin fee / account holder | $5,041 | $9,531-47.1% | $7,493-32.7% | $12,309-59.0% |