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 | $125,030 | $109,327+14.4% | $89,391+39.9% | $158,922-21.3% |
| Participation rate | 61.1% | 74.3%-13.1pp | 68.0%-6.9pp | 82.0%-20.8pp |
| Annual return | 12.95% | 345.68%-332.7pp | 245.62%-232.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,072 | $3,170-66.2% | $2,586-58.5% | $4,761-77.5% |
| Participant deferral / active EE | $2,934 | $4,598-36.2% | $3,890-24.6% | $5,982-51.0% |
| Admin fee / account holder | $6,286 | $6,153+2.2% | $4,881+28.8% | $11,246-44.1% |