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 | $45,515 | $101,499-55.2% | $147,005-69.0% | $74,546-38.9% |
| Participation rate | 62.9% | 75.5%-12.6pp | 82.2%-19.2pp | 67.2%-4.3pp |
| Annual return | 15.06% | 8732.34%-8717.3pp | 418.76%-403.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $2,822 | $3,811-26.0% | $4,934-42.8% | $2,624+7.5% |
| Participant deferral / active EE | $6,324 | $7,304-13.4% | $8,070-21.6% | $4,347+45.5% |
| Admin fee / account holder | $8,921 | $1,748+410.4% | $13,006-31.4% | $1,944+359.0% |