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 9-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 | $164,160 | $165,335-0.7% | $149,696+9.7% | $158,922+3.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 18.69% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,269 | $5,103-75.1% | $4,644-72.7% | $4,761-73.4% |
| Participant deferral / active EE | $7,583 | $7,181+5.6% | $6,842+10.8% | $5,982+26.8% |
| Admin fee / account holder | $2,648 | $10,807-75.5% | $9,309-71.6% | $11,246-76.5% |