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 | $173,103 | $190,805-9.3% | $159,960+8.2% | $134,475+28.7% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -4.55% | 552.23%-556.8pp | 408.60%-413.2pp | 417.96%-422.5pp |
| Employer contribution / active EE | $3,158 | $4,995-36.8% | $4,226-25.3% | $4,740-33.4% |
| Participant deferral / active EE | $7,312 | $6,923+5.6% | $6,182+18.3% | $6,400+14.3% |
| Admin fee / account holder | $848 | $10,471-91.9% | $8,698-90.3% | $11,426-92.6% |