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 | $136,047 | $150,197-9.4% | $120,368+13.0% | $145,959-6.8% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.8pp |
| Annual return | 22.45% | 154.26%-131.8pp | 107.26%-84.8pp | 561.95%-539.5pp |
| Employer contribution / active EE | $1,017 | $4,350-76.6% | $3,465-70.6% | $4,661-78.2% |
| Participant deferral / active EE | $3,186 | $6,174-48.4% | $4,991-36.2% | $6,689-52.4% |
| Admin fee / account holder | $603 | $12,216-95.1% | $9,429-93.6% | $13,398-95.5% |