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 | $191,924 | $198,466-3.3% | $170,442+12.6% | $147,584+30.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 45.56% | 257.29%-211.7pp | 205.93%-160.4pp | 578.55%-533.0pp |
| Employer contribution / active EE | $1,992 | $6,184-67.8% | $5,433-63.3% | $4,876-59.2% |
| Participant deferral / active EE | $3,451 | $5,629-38.7% | $4,939-30.1% | $5,439-36.5% |
| Admin fee / account holder | $5,141 | $16,852-69.5% | $13,880-63.0% | $10,885-52.8% |