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 | $105,252 | $118,680-11.3% | $98,907+6.4% | $158,922-33.8% |
| Participation rate | 46.7% | 77.8%-31.2pp | 76.0%-29.4pp | 82.0%-35.3pp |
| Annual return | 10.91% | 372.35%-361.4pp | 196.43%-185.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,080 | $3,333-37.6% | $2,689-22.7% | $4,761-56.3% |
| Participant deferral / active EE | $3,931 | $5,088-22.7% | $4,244-7.4% | $5,982-34.3% |
| Admin fee / account holder | $1,452 | $10,131-85.7% | $6,642-78.1% | $11,246-87.1% |