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 | $69,933 | $83,902-16.6% | $167,512-58.3% | $84,808-17.5% |
| Participation rate | 62.1% | 66.5%-4.4pp | 77.1%-15.0pp | 68.3%-6.2pp |
| Annual return | 19.76% | 91.55%-71.8pp | 1615.79%-1596.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,485 | $2,264+9.8% | $3,882-36.0% | $2,631-5.5% |
| Participant deferral / active EE | $7,577 | $4,442+70.6% | $6,405+18.3% | $4,212+79.9% |
| Admin fee / account holder | $3,694 | $7,915-53.3% | $9,769-62.2% | $7,344-49.7% |