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 | $42,285 | $58,208-27.4% | $81,812-48.3% | $80,856-47.7% |
| Participation rate | 63.3% | 63.4%-0.1pp | 72.3%-9.1pp | 67.6%-4.4pp |
| Annual return | 34.71% | 41.66%-7.0pp | 773.79%-739.1pp | 35.59%-0.9pp |
| Employer contribution / active EE | $3,308 | $2,340+41.4% | $2,912+13.6% | $2,755+20.1% |
| Participant deferral / active EE | $6,750 | $3,281+105.7% | $4,319+56.3% | $4,296+57.1% |
| Admin fee / account holder | $12,353 | $4,981+148.0% | $7,386+67.3% | $6,918+78.6% |