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 | $121,164 | $158,398-23.5% | $126,539-4.2% | $142,382-14.9% |
| Participation rate | 38.5% | 75.8%-37.3pp | 69.8%-31.4pp | 80.1%-41.7pp |
| Annual return | 14.67% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,467 | $4,650-46.9% | $3,674-32.8% | $4,299-42.6% |
| Participant deferral / active EE | $4,623 | $4,767-3.0% | $4,083+13.2% | $6,507-29.0% |
| Admin fee / account holder | $464 | $6,918-93.3% | $6,065-92.4% | $12,624-96.3% |