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 9-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 | $45,621 | $138,065-67.0% | $123,544-63.1% | $135,375-66.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 64.78% | 153.68%-88.9pp | 119.20%-54.4pp | 519.73%-455.0pp |
| Employer contribution / active EE | $2,885 | $5,151-44.0% | $4,628-37.7% | $4,779-39.6% |
| Participant deferral / active EE | $8,863 | $6,799+30.4% | $6,426+37.9% | $5,609+58.0% |
| Admin fee / account holder | $1,064 | $10,916-90.3% | $9,284-88.5% | $10,827-90.2% |