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 | $42,350 | $150,187-71.8% | $120,354-64.8% | $145,922-71.0% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 27.15% | 154.07%-126.9pp | 107.15%-80.0pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,598 | $4,348-40.3% | $3,463-25.0% | $4,660-44.3% |
| Participant deferral / active EE | $5,287 | $6,173-14.3% | $4,991+5.9% | $6,688-20.9% |
| Admin fee / account holder | $1,728 | $12,207-85.8% | $9,423-81.7% | $13,397-87.1% |