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 | $90,983 | $99,877-8.9% | $84,966+7.1% | $145,922-37.6% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 16.65% | 83.76%-67.1pp | 66.38%-49.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,773 | $3,231-14.2% | $2,727+1.7% | $4,660-40.5% |
| Participant deferral / active EE | $6,274 | $5,291+18.6% | $4,519+38.8% | $6,688-6.2% |
| Admin fee / account holder | $13,067 | $7,248+80.3% | $6,149+112.5% | $13,397-2.5% |