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 | $44,707 | $82,664-45.9% | $125,339-64.3% | $68,494-34.7% |
| Participation rate | 68.4% | 75.0%-6.7pp | 82.4%-14.0pp | 67.9%+0.5pp |
| Annual return | 83.04% | -5.97%+89.0pp | 572.05%-489.0pp | -7.84%+90.9pp |
| Employer contribution / active EE | $3,249 | $3,381-3.9% | $4,814-32.5% | $2,596+25.1% |
| Participant deferral / active EE | $8,000 | $6,110+30.9% | $7,446+7.4% | $4,027+98.7% |
| Admin fee / account holder | $2,927 | $6,275-53.4% | $10,010-70.8% | $5,403-45.8% |