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 | $108,442 | $121,625-10.8% | $104,607+3.7% | $158,922-31.8% |
| Participation rate | 65.2% | 77.5%-12.3pp | 74.1%-8.9pp | 82.0%-16.7pp |
| Annual return | 17.74% | 465.26%-447.5pp | 340.46%-322.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,196 | $3,163-62.2% | $2,681-55.4% | $4,761-74.9% |
| Participant deferral / active EE | $2,743 | $4,177-34.3% | $3,740-26.7% | $5,982-54.1% |
| Admin fee / account holder | $937 | $7,787-88.0% | $6,473-85.5% | $11,246-91.7% |