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 | $193,372 | $176,056+9.8% | $159,436+21.3% | $167,490+15.5% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 15.81% | 331.75%-315.9pp | 263.57%-247.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,829 | $5,297-65.5% | $4,829-62.1% | $4,837-62.2% |
| Participant deferral / active EE | $4,488 | $7,750-42.1% | $7,352-39.0% | $6,341-29.2% |
| Admin fee / account holder | $2,335 | $12,554-81.4% | $10,799-78.4% | $12,309-81.0% |