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 | $160,877 | $209,411-23.2% | $178,490-9.9% | $158,922+1.2% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | 17.49% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $4,000 | $5,706-29.9% | $5,011-20.2% | $4,761-16.0% |
| Participant deferral / active EE | $3,446 | $5,954-42.1% | $5,202-33.8% | $5,982-42.4% |
| Admin fee / account holder | $2,062 | $17,074-87.9% | $13,984-85.3% | $11,246-81.7% |