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 | $134,930 | $123,909+8.9% | $69,647+93.7% | $145,922-7.5% |
| Participation rate | 25.0% | 69.2%-44.2pp | 66.5%-41.5pp | 80.3%-55.3pp |
| Annual return | 7.40% | 190.55%-183.2pp | 100.48%-93.1pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,225 | $2,682-17.0% | $1,712+29.9% | $4,660-52.2% |
| Participant deferral / active EE | $2,505 | $4,236-40.9% | $2,886-13.2% | $6,688-62.5% |
| Admin fee / account holder | $431 | $7,863-94.5% | $4,713-90.9% | $13,397-96.8% |