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 | $36,823 | $165,335-77.7% | $149,696-75.4% | $158,922-76.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 76.51% | 348.15%-271.6pp | 276.60%-200.1pp | 302.83%-226.3pp |
| Employer contribution / active EE | $2,930 | $5,103-42.6% | $4,644-36.9% | $4,761-38.5% |
| Participant deferral / active EE | $9,711 | $7,181+35.2% | $6,842+41.9% | $5,982+62.3% |
| Admin fee / account holder | $945 | $10,807-91.3% | $9,309-89.8% | $11,246-91.6% |