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 | $88,301 | $226,064-60.9% | $182,532-51.6% | $152,861-42.2% |
| Participation rate | 64.7% | 82.5%-17.7pp | 78.0%-13.3pp | 82.4%-17.7pp |
| Annual return | 33.79% | 192.51%-158.7pp | 148.54%-114.7pp | 345.32%-311.5pp |
| Employer contribution / active EE | $6,452 | $4,978+29.6% | $4,076+58.3% | $4,762+35.5% |
| Participant deferral / active EE | $2,999 | $6,368-52.9% | $5,524-45.7% | $5,850-48.7% |
| Admin fee / account holder | $3,765 | $10,703-64.8% | $8,592-56.2% | $11,596-67.5% |