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 | $30,918 | $109,982-71.9% | $97,226-68.2% | $145,922-78.8% |
| Participation rate | 65.2% | 75.9%-10.7pp | 72.7%-7.5pp | 80.3%-15.1pp |
| Annual return | 15.33% | 242.90%-227.6pp | 75.13%-59.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,918 | $3,084-5.4% | $2,729+7.0% | $4,660-37.4% |
| Participant deferral / active EE | $6,385 | $4,676+36.5% | $4,264+49.7% | $6,688-4.5% |
| Admin fee / account holder | $8,671 | $6,221+39.4% | $5,654+53.4% | $13,397-35.3% |