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 | $132,768 | $90,600+46.5% | $79,464+67.1% | $135,375-1.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -0.60% | 977.43%-978.0pp | 718.14%-718.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,483 | $3,068-51.7% | $2,800-47.1% | $4,779-69.0% |
| Participant deferral / active EE | $2,684 | $4,050-33.7% | $3,704-27.5% | $5,609-52.1% |
| Admin fee / account holder | $3,588 | $5,907-39.3% | $5,113-29.8% | $10,827-66.9% |