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 | $38,546 | $58,208-33.8% | $81,812-52.9% | $80,856-52.3% |
| Participation rate | 63.5% | 63.4%+0.1pp | 72.3%-8.9pp | 67.6%-4.1pp |
| Annual return | 82.40% | 41.66%+40.7pp | 773.79%-691.4pp | 35.59%+46.8pp |
| Employer contribution / active EE | $2,219 | $2,340-5.2% | $2,912-23.8% | $2,755-19.4% |
| Participant deferral / active EE | $3,808 | $3,281+16.1% | $4,319-11.8% | $4,296-11.4% |
| Admin fee / account holder | $1,411 | $4,981-71.7% | $7,386-80.9% | $6,918-79.6% |