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 | $177,113 | $209,411-15.4% | $178,490-0.8% | $158,922+11.4% |
| Participation rate | 64.7% | 86.3%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 7.40% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,275 | $5,706-60.1% | $5,011-54.6% | $4,761-52.2% |
| Participant deferral / active EE | $4,580 | $5,954-23.1% | $5,202-11.9% | $5,982-23.4% |
| Admin fee / account holder | $70,842 | $17,074+314.9% | $13,984+406.6% | $11,246+529.9% |