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 | $190,604 | $183,592+3.8% | $155,567+22.5% | $145,959+30.6% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 9.69% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,735 | $5,315-48.5% | $4,674-41.5% | $4,661-41.3% |
| Participant deferral / active EE | $5,872 | $6,464-9.2% | $5,628+4.3% | $6,689-12.2% |
| Admin fee / account holder | $8,010 | $19,318-58.5% | $15,916-49.7% | $13,398-40.2% |