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 | $83,272 | $90,397-7.9% | $76,002+9.6% | $145,959-42.9% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 13.54% | 621.97%-608.4pp | 360.07%-346.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,711 | $3,317-18.3% | $2,688+0.8% | $4,661-41.8% |
| Participant deferral / active EE | $7,643 | $5,163+48.0% | $4,257+79.6% | $6,689+14.3% |
| Admin fee / account holder | $344 | $8,369-95.9% | $6,414-94.6% | $13,398-97.4% |