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 7-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 | $86,957 | $69,515+25.1% | $86,874+0.1% | $85,850+1.3% |
| Participation rate | 53.3% | 66.3%-13.0pp | 71.6%-18.3pp | 69.3%-16.0pp |
| Annual return | 128.89% | 20.12%+108.8pp | 63.52%+65.4pp | 318.53%-189.6pp |
| Employer contribution / active EE | $1,124 | $1,880-40.2% | $2,495-54.9% | $2,565-56.2% |
| Participant deferral / active EE | $2,082 | $2,919-28.7% | $3,699-43.7% | $3,952-47.3% |
| Admin fee / account holder | $1,414 | $5,972-76.3% | $5,828-75.7% | $6,260-77.4% |