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 | $177,110 | $177,572-0.3% | $154,803+14.4% | $142,382+24.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 15.73% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,271 | $4,810-52.8% | $4,305-47.2% | $4,299-47.2% |
| Participant deferral / active EE | $3,802 | $6,272-39.4% | $5,540-31.4% | $6,507-41.6% |
| Admin fee / account holder | $9,457 | $16,786-43.7% | $14,329-34.0% | $12,624-25.1% |