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 | $176,335 | $175,202+0.6% | $149,673+17.8% | $139,434+26.5% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 15.39% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,549 | $5,474-71.7% | $4,818-67.9% | $4,751-67.4% |
| Participant deferral / active EE | $5,963 | $6,519-8.5% | $5,680+5.0% | $6,710-11.1% |
| Admin fee / account holder | $1,288 | $16,150-92.0% | $13,210-90.2% | $11,403-88.7% |