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 | $53,514 | $227,553-76.5% | $189,557-71.8% | $167,490-68.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.4%-78.4pp | 82.1%-82.1pp |
| Annual return | 14.68% | 78.40%-63.7pp | 64.17%-49.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,676 | $5,316-12.0% | $4,412+6.0% | $4,837-3.3% |
| Participant deferral / active EE | $25,148 | $7,002+259.2% | $6,174+307.3% | $6,341+296.6% |
| Admin fee / account holder | $304 | $11,878-97.4% | $9,807-96.9% | $12,309-97.5% |