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 | $104,556 | $159,901-34.6% | $146,958-28.9% | $145,922-28.3% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 17.30% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,383 | $5,286-36.0% | $4,933-31.4% | $4,660-27.4% |
| Participant deferral / active EE | $7,802 | $8,428-7.4% | $8,070-3.3% | $6,688+16.7% |
| Admin fee / account holder | $504 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |