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 | $154,251 | $159,934-3.6% | $147,005+4.9% | $145,959+5.7% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 10.54% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,285 | $5,287-75.7% | $4,934-74.0% | $4,661-72.4% |
| Participant deferral / active EE | $3,234 | $8,427-61.6% | $8,070-59.9% | $6,689-51.7% |
| Admin fee / account holder | $1,491 | $15,053-90.1% | $13,006-88.5% | $13,398-88.9% |