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 | $137,251 | $198,466-30.8% | $170,442-19.5% | $147,584-7.0% |
| Participation rate | 56.3% | 88.0%-31.7pp | 83.6%-27.3pp | 82.8%-26.6pp |
| Annual return | 16.41% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,114 | $6,184-49.6% | $5,433-42.7% | $4,876-36.1% |
| Participant deferral / active EE | $7,827 | $5,629+39.0% | $4,939+58.5% | $5,439+43.9% |
| Admin fee / account holder | $11,062 | $16,852-34.4% | $13,880-20.3% | $10,885+1.6% |