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 | $125,943 | $165,984-24.1% | $164,813-23.6% | $145,922-13.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 19.34% | 100.03%-80.7pp | 69.93%-50.6pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,486 | $5,273-71.8% | $4,341-65.8% | $4,660-68.1% |
| Participant deferral / active EE | $2,571 | $6,959-63.1% | $6,031-57.4% | $6,688-61.6% |
| Admin fee / account holder | $4,797 | $16,648-71.2% | $12,690-62.2% | $13,397-64.2% |