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 | $130,470 | $104,907+24.4% | $84,611+54.2% | $152,861-14.6% |
| Participation rate | 64.7% | 74.8%-10.1pp | 68.2%-3.5pp | 82.4%-17.7pp |
| Annual return | 20.44% | 373.79%-353.4pp | 258.74%-238.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,009 | $3,302-69.4% | $2,652-62.0% | $4,762-78.8% |
| Participant deferral / active EE | $4,915 | $4,688+4.8% | $3,899+26.1% | $5,850-16.0% |
| Admin fee / account holder | $35,415 | $6,241+467.5% | $4,912+621.0% | $11,596+205.4% |