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 | $180,591 | $165,984+8.8% | $164,813+9.6% | $145,922+23.8% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.6%-33.6pp | 80.3%-35.3pp |
| Annual return | 17.39% | 100.03%-82.6pp | 69.93%-52.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,165 | $5,273-77.9% | $4,341-73.2% | $4,660-75.0% |
| Participant deferral / active EE | $5,142 | $6,959-26.1% | $6,031-14.7% | $6,688-23.1% |
| Admin fee / account holder | $7,237 | $16,648-56.5% | $12,690-43.0% | $13,397-46.0% |