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 9-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 | $114,503 | $109,982+4.1% | $97,226+17.8% | $145,922-21.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 9.41% | 242.90%-233.5pp | 75.13%-65.7pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,268 | $3,084-26.5% | $2,729-16.9% | $4,660-51.3% |
| Participant deferral / active EE | $7,965 | $4,676+70.3% | $4,264+86.8% | $6,688+19.1% |
| Admin fee / account holder | $2,916 | $6,221-53.1% | $5,654-48.4% | $13,397-78.2% |