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 5-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 | $192,036 | $176,056+9.1% | $159,436+20.4% | $167,490+14.7% |
| Participation rate | 68.8% | 84.9%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 21.39% | 331.75%-310.4pp | 263.57%-242.2pp | 478.56%-457.2pp |
| Employer contribution / active EE | $1,644 | $5,297-69.0% | $4,829-66.0% | $4,837-66.0% |
| Participant deferral / active EE | $6,015 | $7,750-22.4% | $7,352-18.2% | $6,341-5.1% |
| Admin fee / account holder | $1,742 | $12,554-86.1% | $10,799-83.9% | $12,309-85.9% |