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 | $49,471 | $180,749-72.6% | $160,784-69.2% | $137,256-64.0% |
| Participation rate | 43.5% | 80.0%-36.5pp | 77.0%-33.5pp | 80.0%-36.5pp |
| Annual return | 17.31% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,512 | $4,155-63.6% | $3,733-59.5% | $4,156-63.6% |
| Participant deferral / active EE | $2,696 | $6,844-60.6% | $6,293-57.2% | $6,407-57.9% |
| Admin fee / account holder | $1,401 | $10,397-86.5% | $9,717-85.6% | $12,270-88.6% |