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 | $155,290 | $183,519-15.4% | $155,509-0.1% | $145,922+6.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 10.22% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,800 | $5,313-47.3% | $4,672-40.1% | $4,660-39.9% |
| Participant deferral / active EE | $6,142 | $6,462-5.0% | $5,626+9.2% | $6,688-8.2% |
| Admin fee / account holder | $1,537 | $19,313-92.0% | $15,912-90.3% | $13,397-88.5% |