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 | $189,760 | $210,648-9.9% | $177,989+6.6% | $145,922+30.0% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 11.79% | 385.86%-374.1pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,074 | $4,565-76.5% | $3,949-72.8% | $4,660-77.0% |
| Participant deferral / active EE | $9,149 | $6,958+31.5% | $6,276+45.8% | $6,688+36.8% |
| Admin fee / account holder | $31,075 | $12,013+158.7% | $10,363+199.9% | $13,397+132.0% |