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 | $174,123 | $176,056-1.1% | $159,436+9.2% | $167,490+4.0% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 18.81% | 331.75%-312.9pp | 263.57%-244.8pp | 478.56%-459.7pp |
| Employer contribution / active EE | $2,568 | $5,297-51.5% | $4,829-46.8% | $4,837-46.9% |
| Participant deferral / active EE | $6,825 | $7,750-11.9% | $7,352-7.2% | $6,341+7.6% |
| Admin fee / account holder | $748 | $12,554-94.0% | $10,799-93.1% | $12,309-93.9% |