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 | $63,182 | $209,411-69.8% | $178,490-64.6% | $158,922-60.2% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 24.59% | 188.75%-164.2pp | 151.07%-126.5pp | 302.83%-278.2pp |
| Employer contribution / active EE | $13,751 | $5,706+141.0% | $5,011+174.4% | $4,761+188.8% |
| Participant deferral / active EE | $7,052 | $5,954+18.4% | $5,202+35.6% | $5,982+17.9% |
| Admin fee / account holder | $18,038 | $17,074+5.6% | $13,984+29.0% | $11,246+60.4% |