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 8-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 | $39,236 | $58,208-32.6% | $81,812-52.0% | $80,856-51.5% |
| Participation rate | 68.9% | 63.4%+5.5pp | 72.3%-3.5pp | 67.6%+1.3pp |
| Annual return | 17.50% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $7,586 | $2,340+224.2% | $2,912+160.5% | $2,755+175.4% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,518 | $4,981-69.5% | $7,386-79.4% | $6,918-78.1% |