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 | $172,587 | $183,519-6.0% | $155,509+11.0% | $145,922+18.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.11% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,607 | $5,313-69.8% | $4,672-65.6% | $4,660-65.5% |
| Participant deferral / active EE | $7,624 | $6,462+18.0% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $19,911 | $19,313+3.1% | $15,912+25.1% | $13,397+48.6% |