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 | $73,911 | $102,317-27.8% | $146,958-49.7% | $80,856-8.6% |
| Participation rate | 61.2% | 75.8%-14.6pp | 82.2%-21.0pp | 67.6%-6.4pp |
| Annual return | 16.32% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,997 | $3,713-19.3% | $4,933-39.2% | $2,755+8.8% |
| Participant deferral / active EE | $6,587 | $6,644-0.9% | $8,070-18.4% | $4,296+53.3% |
| Admin fee / account holder | $7,543 | $7,941-5.0% | $12,998-42.0% | $6,918+9.0% |