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 | $58,592 | $48,795+20.1% | $65,493-10.5% | $84,808-30.9% |
| Participation rate | 53.7% | 67.0%-13.2pp | 73.1%-19.4pp | 68.3%-14.6pp |
| Annual return | 20.81% | 20.20%+0.6pp | 982.45%-961.6pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,837 | $1,930+47.0% | $2,574+10.2% | $2,631+7.8% |
| Participant deferral / active EE | $4,731 | $2,928+61.6% | $3,961+19.4% | $4,212+12.3% |
| Admin fee / account holder | $2,262 | $3,877-41.7% | $5,028-55.0% | $7,344-69.2% |