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 | $129,684 | $169,032-23.3% | $129,207+0.4% | $145,922-11.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.68% | 14330.11%-14318.4pp | 9417.33%-9405.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,020 | $5,537-63.5% | $4,153-51.4% | $4,660-56.7% |
| Participant deferral / active EE | $3,921 | $4,987-21.4% | $4,168-5.9% | $6,688-41.4% |
| Admin fee / account holder | $1,439 | $9,954-85.5% | $7,715-81.3% | $13,397-89.3% |