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 | $101,665 | $115,770-12.2% | $101,248+0.4% | $158,922-36.0% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 106.64% | 56.14%+50.5pp | 46.47%+60.2pp | 302.83%-196.2pp |
| Employer contribution / active EE | $1,934 | $4,175-53.7% | $3,660-47.2% | $4,761-59.4% |
| Participant deferral / active EE | $4,501 | $4,957-9.2% | $4,370+3.0% | $5,982-24.8% |
| Admin fee / account holder | $1,256 | $7,245-82.7% | $5,945-78.9% | $11,246-88.8% |