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 | $170,754 | $159,934+6.8% | $147,005+16.2% | $145,959+17.0% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 21.80% | 98.24%-76.4pp | 418.76%-397.0pp | 561.95%-540.2pp |
| Employer contribution / active EE | $1,600 | $5,287-69.7% | $4,934-67.6% | $4,661-65.7% |
| Participant deferral / active EE | $6,105 | $8,427-27.6% | $8,070-24.3% | $6,689-8.7% |
| Admin fee / account holder | $466 | $15,053-96.9% | $13,006-96.4% | $13,398-96.5% |