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 | $92,576 | $109,982-15.8% | $97,226-4.8% | $145,922-36.6% |
| Participation rate | 68.8% | 75.9%-7.2pp | 72.7%-3.9pp | 80.3%-11.5pp |
| Annual return | 10.70% | 242.90%-232.2pp | 75.13%-64.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,361 | $3,084-23.4% | $2,729-13.5% | $4,660-49.3% |
| Participant deferral / active EE | $6,529 | $4,676+39.6% | $4,264+53.1% | $6,688-2.4% |
| Admin fee / account holder | $2,477 | $6,221-60.2% | $5,654-56.2% | $13,397-81.5% |