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 | $109,698 | $198,466-44.7% | $170,442-35.6% | $147,584-25.7% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 20.69% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $6,247 | $6,184+1.0% | $5,433+15.0% | $4,876+28.1% |
| Participant deferral / active EE | $15,600 | $5,629+177.1% | $4,939+215.8% | $5,439+186.8% |
| Admin fee / account holder | $10,574 | $16,852-37.3% | $13,880-23.8% | $10,885-2.9% |