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 | $99,027 | $100,852-1.8% | $90,404+9.5% | $158,922-37.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 7.31% | 1724.20%-1716.9pp | 1293.02%-1285.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $7,588 | $3,689+105.7% | $3,262+132.6% | $4,761+59.4% |
| Participant deferral / active EE | $1,237 | $4,348-71.6% | $3,963-68.8% | $5,982-79.3% |
| Admin fee / account holder | $1,250 | $6,501-80.8% | $5,611-77.7% | $11,246-88.9% |