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 | $59,991 | $70,756-15.2% | $65,493-8.4% | $142,382-57.9% |
| Participation rate | 58.3% | 77.4%-19.0pp | 73.1%-14.8pp | 80.1%-21.8pp |
| Annual return | 16.16% | 1754.89%-1738.7pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,251 | $2,881-21.9% | $2,574-12.6% | $4,299-47.6% |
| Participant deferral / active EE | $4,322 | $4,637-6.8% | $3,961+9.1% | $6,507-33.6% |
| Admin fee / account holder | $12,346 | $6,559+88.2% | $5,028+145.5% | $12,624-2.2% |