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 | $109,350 | $72,400+51.0% | $67,502+62.0% | $145,922-25.1% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.59% | 7182.46%-7167.9pp | 3512.12%-3497.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,872 | $3,069-6.4% | $2,731+5.2% | $4,660-38.4% |
| Participant deferral / active EE | $9,799 | $4,783+104.9% | $4,000+145.0% | $6,688+46.5% |
| Admin fee / account holder | $552 | $5,539-90.0% | $3,998-86.2% | $13,397-95.9% |