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 9-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 | $25,567 | $53,127-51.9% | $86,590-70.5% | $70,131-63.5% |
| Participation rate | 62.5% | 65.3%-2.8pp | 73.5%-11.0pp | 69.5%-7.0pp |
| Annual return | 41.80% | 27.66%+14.1pp | 964.84%-923.0pp | 73.14%-31.3pp |
| Employer contribution / active EE | $5,051 | $2,068+144.2% | $2,839+77.9% | $2,342+115.6% |
| Participant deferral / active EE | $6,864 | $2,696+154.6% | $3,609+90.2% | $3,332+106.0% |
| Admin fee / account holder | $576 | $3,585-83.9% | $4,906-88.3% | $4,645-87.6% |