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 | $65,881 | $175,202-62.4% | $149,673-56.0% | $139,434-52.8% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 19.41% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $6,308 | $5,474+15.2% | $4,818+30.9% | $4,751+32.8% |
| Participant deferral / active EE | $3,239 | $6,519-50.3% | $5,680-43.0% | $6,710-51.7% |
| Admin fee / account holder | $675 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |