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 | $68,686 | $72,400-5.1% | $67,502+1.8% | $145,922-52.9% |
| Participation rate | 69.2% | 76.9%-7.6pp | 72.9%-3.6pp | 80.3%-11.0pp |
| Annual return | 11.15% | 7182.46%-7171.3pp | 3512.12%-3501.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,585 | $4,783-66.9% | $4,000-60.4% | $6,688-76.3% |
| Admin fee / account holder | $587 | $5,539-89.4% | $3,998-85.3% | $13,397-95.6% |