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 | $39,651 | $165,335-76.0% | $149,696-73.5% | $158,922-75.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 127.63% | 348.15%-220.5pp | 276.60%-149.0pp | 302.83%-175.2pp |
| Employer contribution / active EE | $2,938 | $5,103-42.4% | $4,644-36.7% | $4,761-38.3% |
| Participant deferral / active EE | $5,266 | $7,181-26.7% | $6,842-23.0% | $5,982-12.0% |
| Admin fee / account holder | $1,507 | $10,807-86.1% | $9,309-83.8% | $11,246-86.6% |