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 | $122,254 | $126,574-3.4% | $106,213+15.1% | $145,922-16.2% |
| Participation rate | 59.1% | 77.6%-18.5pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 10.03% | 224.79%-214.8pp | 116.14%-106.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,277 | $3,730-65.8% | $3,171-59.7% | $4,660-72.6% |
| Participant deferral / active EE | $1,767 | $5,724-69.1% | $5,016-64.8% | $6,688-73.6% |
| Admin fee / account holder | $14,960 | $17,304-13.5% | $11,033+35.6% | $13,397+11.7% |