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 | $78,675 | $70,756+11.2% | $65,493+20.1% | $142,382-44.7% |
| Participation rate | 63.6% | 77.4%-13.7pp | 73.1%-9.5pp | 80.1%-16.5pp |
| Annual return | 18.41% | 1754.89%-1736.5pp | 982.45%-964.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,460 | $2,881-14.6% | $2,574-4.4% | $4,299-42.8% |
| Participant deferral / active EE | $8,908 | $4,637+92.1% | $3,961+124.9% | $6,507+36.9% |
| Admin fee / account holder | $1,621 | $6,559-75.3% | $5,028-67.8% | $12,624-87.2% |