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 | $112,328 | $115,770-3.0% | $101,248+10.9% | $158,922-29.3% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 12.78% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,629 | $4,175-37.0% | $3,660-28.2% | $4,761-44.8% |
| Participant deferral / active EE | $5,575 | $4,957+12.5% | $4,370+27.6% | $5,982-6.8% |
| Admin fee / account holder | $525 | $7,245-92.8% | $5,945-91.2% | $11,246-95.3% |