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 | $132,193 | $99,020+33.5% | $86,590+52.7% | $147,584-10.4% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 18.35% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,114 | $3,132-32.5% | $2,839-25.6% | $4,876-56.7% |
| Participant deferral / active EE | $4,991 | $3,972+25.7% | $3,609+38.3% | $5,439-8.2% |
| Admin fee / account holder | $4,577 | $5,710-19.8% | $4,906-6.7% | $10,885-57.9% |