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 3-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 | $182,708 | $210,408-13.2% | $153,485+19.0% | $145,922+25.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 9.81% | 13.37%-3.6pp | 15.65%-5.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $9,454 | $6,048+56.3% | $5,039+87.6% | $4,660+102.9% |
| Participant deferral / active EE | $15,236 | $7,975+91.0% | $6,757+125.5% | $6,688+127.8% |
| Admin fee / account holder | $747 | $19,419-96.2% | $12,724-94.1% | $13,397-94.4% |