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 | $189,181 | $209,411-9.7% | $178,490+6.0% | $158,922+19.0% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 26.20% | 188.75%-162.6pp | 151.07%-124.9pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,652 | $5,706-71.1% | $5,011-67.0% | $4,761-65.3% |
| Participant deferral / active EE | $5,881 | $5,954-1.2% | $5,202+13.1% | $5,982-1.7% |
| Admin fee / account holder | $1,158 | $17,074-93.2% | $13,984-91.7% | $11,246-89.7% |