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 8-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 | $43,925 | $82,274-46.6% | $152,466-71.2% | $79,386-44.7% |
| Participation rate | 64.7% | 76.4%-11.7pp | 78.2%-13.5pp | 70.7%-6.0pp |
| Annual return | 14.42% | 7959.84%-7945.4pp | 757.33%-742.9pp | 116.85%-102.4pp |
| Employer contribution / active EE | $3,189 | $3,613-11.7% | $4,327-26.3% | $2,427+31.4% |
| Participant deferral / active EE | $5,032 | $4,969+1.3% | $5,820-13.5% | $4,046+24.4% |
| Admin fee / account holder | $6,046 | $632+856.4% | $15,805-61.7% | $626+865.2% |