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 | $99,797 | $183,519-45.6% | $155,509-35.8% | $145,922-31.6% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 10.82% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,783 | $5,313+8.8% | $4,672+23.8% | $4,660+24.1% |
| Participant deferral / active EE | $2,948 | $6,462-54.4% | $5,626-47.6% | $6,688-55.9% |
| Admin fee / account holder | $3,165 | $19,313-83.6% | $15,912-80.1% | $13,397-76.4% |