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 | $161,665 | $176,056-8.2% | $159,436+1.4% | $167,490-3.5% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 10.58% | 331.75%-321.2pp | 263.57%-253.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $3,755 | $5,297-29.1% | $4,829-22.2% | $4,837-22.4% |
| Participant deferral / active EE | $8,717 | $7,750+12.5% | $7,352+18.6% | $6,341+37.5% |
| Admin fee / account holder | $5,849 | $12,554-53.4% | $10,799-45.8% | $12,309-52.5% |