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 | $139,554 | $121,625+14.7% | $104,607+33.4% | $158,922-12.2% |
| Participation rate | 65.0% | 77.5%-12.5pp | 74.1%-9.1pp | 82.0%-17.0pp |
| Annual return | 10.81% | 465.26%-454.4pp | 340.46%-329.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,217 | $3,163-61.5% | $2,681-54.6% | $4,761-74.4% |
| Participant deferral / active EE | $4,154 | $4,177-0.6% | $3,740+11.1% | $5,982-30.6% |
| Admin fee / account holder | $15,908 | $7,787+104.3% | $6,473+145.8% | $11,246+41.5% |