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 | $17,065 | $107,334-84.1% | $92,893-81.6% | $152,861-88.8% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 195.19% | 145.58%+49.6pp | 109.41%+85.8pp | 345.32%-150.1pp |
| Employer contribution / active EE | $2,169 | $4,221-48.6% | $3,653-40.6% | $4,762-54.4% |
| Participant deferral / active EE | $4,671 | $4,845-3.6% | $4,236+10.3% | $5,850-20.2% |
| Admin fee / account holder | $17,319 | $7,079+144.6% | $5,794+198.9% | $11,596+49.3% |