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 | $142,020 | $159,901-11.2% | $146,958-3.4% | $145,922-2.7% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 18.10% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,422 | $5,286-73.1% | $4,933-71.2% | $4,660-69.5% |
| Participant deferral / active EE | $3,432 | $8,428-59.3% | $8,070-57.5% | $6,688-48.7% |
| Admin fee / account holder | $1,019 | $15,044-93.2% | $12,998-92.2% | $13,397-92.4% |