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 | $130,579 | $176,056-25.8% | $159,436-18.1% | $167,490-22.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.32% | 331.75%-315.4pp | 263.57%-247.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,213 | $5,297-58.2% | $4,829-54.2% | $4,837-54.3% |
| Participant deferral / active EE | $8,309 | $7,750+7.2% | $7,352+13.0% | $6,341+31.0% |
| Admin fee / account holder | $392 | $12,554-96.9% | $10,799-96.4% | $12,309-96.8% |