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 | $174,700 | $209,411-16.6% | $178,490-2.1% | $158,922+9.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 10.69% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,226 | $5,706-61.0% | $5,011-55.6% | $4,761-53.2% |
| Participant deferral / active EE | $6,069 | $5,954+1.9% | $5,202+16.7% | $5,982+1.4% |
| Admin fee / account holder | $2,687 | $17,074-84.3% | $13,984-80.8% | $11,246-76.1% |