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 | $72,560 | $58,927+23.1% | $76,817-5.5% | $72,985-0.6% |
| Participation rate | 55.6% | 67.3%-11.8pp | 72.1%-16.5pp | 69.5%-13.9pp |
| Annual return | 24.51% | 2305.64%-2281.1pp | 1166.11%-1141.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,130 | $1,787-36.7% | $2,302-50.9% | $2,440-53.7% |
| Participant deferral / active EE | $3,943 | $2,690+46.6% | $3,336+18.2% | $3,607+9.3% |
| Admin fee / account holder | $824 | $4,013-79.5% | $6,420-87.2% | $5,124-83.9% |