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 | $104,293 | $109,982-5.2% | $97,226+7.3% | $145,922-28.5% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 11.08% | 242.90%-231.8pp | 75.13%-64.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,478 | $3,084+12.8% | $2,729+27.4% | $4,660-25.4% |
| Participant deferral / active EE | $2,451 | $4,676-47.6% | $4,264-42.5% | $6,688-63.4% |
| Admin fee / account holder | $1,113 | $6,221-82.1% | $5,654-80.3% | $13,397-91.7% |