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 | $68,250 | $68,097+0.2% | $62,929+8.5% | $137,256-50.3% |
| Participation rate | 65.0% | 77.4%-12.4pp | 73.1%-8.1pp | 80.0%-15.0pp |
| Annual return | 19.30% | 1859.11%-1839.8pp | 1063.93%-1044.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,577 | $2,811-43.9% | $2,505-37.0% | $4,156-62.1% |
| Participant deferral / active EE | $5,296 | $4,553+16.3% | $3,888+36.2% | $6,407-17.3% |
| Admin fee / account holder | $542 | $6,521-91.7% | $5,065-89.3% | $12,270-95.6% |