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 | $169,418 | $165,335+2.5% | $149,696+13.2% | $158,922+6.6% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 11.19% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,614 | $5,103-48.8% | $4,644-43.7% | $4,761-45.1% |
| Participant deferral / active EE | $6,728 | $7,181-6.3% | $6,842-1.7% | $5,982+12.5% |
| Admin fee / account holder | $7,105 | $10,807-34.3% | $9,309-23.7% | $11,246-36.8% |