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 | $145,226 | $198,466-26.8% | $170,442-14.8% | $147,584-1.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 10.10% | 257.29%-247.2pp | 205.93%-195.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,311 | $6,184-62.6% | $5,433-57.5% | $4,876-52.6% |
| Participant deferral / active EE | $13,147 | $5,629+133.5% | $4,939+166.2% | $5,439+141.7% |
| Admin fee / account holder | $522 | $16,852-96.9% | $13,880-96.2% | $10,885-95.2% |