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 | $188,564 | $176,056+7.1% | $159,436+18.3% | $167,490+12.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 12.70% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,076 | $5,297-41.9% | $4,829-36.3% | $4,837-36.4% |
| Participant deferral / active EE | $6,372 | $7,750-17.8% | $7,352-13.3% | $6,341+0.5% |
| Admin fee / account holder | $406 | $12,554-96.8% | $10,799-96.2% | $12,309-96.7% |