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 | $59,653 | $203,436-70.7% | $152,466-60.9% | $167,490-64.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.2%-28.2pp | 82.1%-32.1pp |
| Annual return | 12.35% | 13.80%-1.5pp | 757.33%-745.0pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,397 | $5,220-54.1% | $4,327-44.6% | $4,837-50.5% |
| Participant deferral / active EE | $7,351 | $6,716+9.4% | $5,820+26.3% | $6,341+15.9% |
| Admin fee / account holder | $1,701 | $22,506-92.4% | $15,805-89.2% | $12,309-86.2% |