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 | $113,294 | $121,625-6.9% | $104,607+8.3% | $158,922-28.7% |
| Participation rate | 38.5% | 77.5%-39.1pp | 74.1%-35.6pp | 82.0%-43.5pp |
| Annual return | 9.92% | 465.26%-455.3pp | 340.46%-330.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $778 | $3,163-75.4% | $2,681-71.0% | $4,761-83.6% |
| Participant deferral / active EE | $2,617 | $4,177-37.3% | $3,740-30.0% | $5,982-56.2% |
| Admin fee / account holder | $9,623 | $7,787+23.6% | $6,473+48.7% | $11,246-14.4% |