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 | $118,133 | $121,625-2.9% | $104,607+12.9% | $158,922-25.7% |
| Participation rate | 35.3% | 77.5%-42.2pp | 74.1%-38.8pp | 82.0%-46.7pp |
| Annual return | 14.98% | 465.26%-450.3pp | 340.46%-325.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $870 | $3,163-72.5% | $2,681-67.5% | $4,761-81.7% |
| Participant deferral / active EE | $2,319 | $4,177-44.5% | $3,740-38.0% | $5,982-61.2% |
| Admin fee / account holder | $649 | $7,787-91.7% | $6,473-90.0% | $11,246-94.2% |