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 | $128,867 | $88,751+45.2% | $81,812+57.5% | $145,922-11.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 13.54% | 1025.40%-1011.9pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,541 | $3,083-50.0% | $2,912-47.1% | $4,660-66.9% |
| Participant deferral / active EE | $3,261 | $4,643-29.8% | $4,319-24.5% | $6,688-51.2% |
| Admin fee / account holder | $874 | $8,415-89.6% | $7,386-88.2% | $13,397-93.5% |