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 | $135,085 | $135,635-0.4% | $110,238+22.5% | $135,375-0.2% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -4.57% | 513.19%-517.8pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,573 | $4,906-67.9% | $3,826-58.9% | $4,779-67.1% |
| Participant deferral / active EE | $1,893 | $5,506-65.6% | $4,672-59.5% | $5,609-66.2% |
| Admin fee / account holder | $12,424 | $11,457+8.4% | $8,547+45.4% | $10,827+14.8% |