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 | $151,656 | $165,984-8.6% | $164,813-8.0% | $145,922+3.9% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.4pp |
| Annual return | 11.97% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,440 | $5,273-34.8% | $4,341-20.8% | $4,660-26.2% |
| Participant deferral / active EE | $5,094 | $6,959-26.8% | $6,031-15.5% | $6,688-23.8% |
| Admin fee / account holder | $6,645 | $16,648-60.1% | $12,690-47.6% | $13,397-50.4% |