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 | $134,522 | $112,096+20.0% | $95,952+40.2% | $158,922-15.4% |
| Participation rate | 53.8% | 79.0%-25.1pp | 77.1%-23.2pp | 82.0%-28.1pp |
| Annual return | 14.40% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,255 | $3,198-60.8% | $2,541-50.6% | $4,761-73.6% |
| Participant deferral / active EE | $1,963 | $4,784-59.0% | $4,167-52.9% | $5,982-67.2% |
| Admin fee / account holder | $948 | $10,130-90.6% | $6,795-86.0% | $11,246-91.6% |