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 | $81,198 | $102,317-20.6% | $146,958-44.7% | $80,856+0.4% |
| Participation rate | 68.1% | 75.8%-7.8pp | 82.2%-14.1pp | 67.6%+0.4pp |
| Annual return | 26.79% | 134.76%-108.0pp | 418.34%-391.5pp | 35.59%-8.8pp |
| Employer contribution / active EE | $6,239 | $3,713+68.0% | $4,933+26.5% | $2,755+126.5% |
| Participant deferral / active EE | $10,109 | $6,644+52.2% | $8,070+25.3% | $4,296+135.3% |
| Admin fee / account holder | $934 | $7,941-88.2% | $12,998-92.8% | $6,918-86.5% |