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 9-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 | $140,607 | $160,055-12.2% | $140,016+0.4% | $135,375+3.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 10.23% | 911.38%-901.1pp | 651.12%-640.9pp | 519.73%-509.5pp |
| Employer contribution / active EE | $2,212 | $6,420-65.6% | $5,606-60.5% | $4,779-53.7% |
| Participant deferral / active EE | $3,225 | $7,642-57.8% | $6,927-53.4% | $5,609-42.5% |
| Admin fee / account holder | $4,881 | $13,328-63.4% | $10,705-54.4% | $10,827-54.9% |