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 9-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 | $181,083 | $209,411-13.5% | $178,490+1.5% | $158,922+13.9% |
| Participation rate | 55.0% | 86.3%-31.3pp | 81.9%-26.9pp | 82.0%-27.0pp |
| Annual return | 18.32% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,425 | $5,706-40.0% | $5,011-31.7% | $4,761-28.1% |
| Participant deferral / active EE | $6,127 | $5,954+2.9% | $5,202+17.8% | $5,982+2.4% |
| Admin fee / account holder | $21,036 | $17,074+23.2% | $13,984+50.4% | $11,246+87.1% |