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 | $70,390 | $72,071-2.3% | $68,368+3.0% | $137,256-48.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.76% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,066 | $2,788+10.0% | $2,649+15.7% | $4,156-26.2% |
| Participant deferral / active EE | $8,150 | $4,410+84.8% | $4,123+97.7% | $6,407+27.2% |
| Admin fee / account holder | $784 | $5,336-85.3% | $5,150-84.8% | $12,270-93.6% |