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 | $137,485 | $209,411-34.3% | $178,490-23.0% | $158,922-13.5% |
| Participation rate | 30.8% | 86.3%-55.6pp | 81.9%-51.2pp | 82.0%-51.2pp |
| Annual return | 8.35% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,132 | $5,954-64.2% | $5,202-59.0% | $5,982-64.4% |
| Admin fee / account holder | $17,303 | $17,074+1.3% | $13,984+23.7% | $11,246+53.9% |