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 5-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 | $91,894 | $159,934-42.5% | $147,005-37.5% | $145,959-37.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.00% | 98.24%-77.2pp | 418.76%-397.8pp | 561.95%-540.9pp |
| Employer contribution / active EE | $8,167 | $5,287+54.5% | $4,934+65.5% | $4,661+75.2% |
| Participant deferral / active EE | $4,600 | $8,427-45.4% | $8,070-43.0% | $6,689-31.2% |
| Admin fee / account holder | $942 | $15,053-93.7% | $13,006-92.8% | $13,398-93.0% |