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 | $186,171 | $209,411-11.1% | $178,490+4.3% | $158,922+17.1% |
| Participation rate | 47.4% | 86.3%-39.0pp | 81.9%-34.6pp | 82.0%-34.6pp |
| Annual return | 15.73% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,865 | $5,706-67.3% | $5,011-62.8% | $4,761-60.8% |
| Participant deferral / active EE | $4,146 | $5,954-30.4% | $5,202-20.3% | $5,982-30.7% |
| Admin fee / account holder | $964 | $17,074-94.4% | $13,984-93.1% | $11,246-91.4% |