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 | $130,025 | $227,553-42.9% | $189,557-31.4% | $167,490-22.4% |
| Participation rate | 58.8% | 82.5%-23.7pp | 78.4%-19.6pp | 82.1%-23.3pp |
| Annual return | 10.23% | 78.40%-68.2pp | 64.17%-53.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,219 | $7,002-68.3% | $6,174-64.1% | $6,341-65.0% |
| Admin fee / account holder | $15,072 | $11,878+26.9% | $9,807+53.7% | $12,309+22.5% |