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 | $52,895 | $100,773-47.5% | $88,946-40.5% | $142,382-62.9% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 23.71% | 70.18%-46.5pp | 57.82%-34.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,852 | $2,918-2.3% | $2,555+11.6% | $4,299-33.7% |
| Participant deferral / active EE | $6,547 | $5,230+25.2% | $4,581+42.9% | $6,507+0.6% |
| Admin fee / account holder | $5,991 | $9,693-38.2% | $8,261-27.5% | $12,624-52.5% |