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 | $34,169 | $169,032-79.8% | $129,207-73.6% | $145,922-76.6% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 14.07% | 14330.11%-14316.0pp | 9417.33%-9403.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,873 | $5,537-66.2% | $4,153-54.9% | $4,660-59.8% |
| Participant deferral / active EE | $3,715 | $4,987-25.5% | $4,168-10.9% | $6,688-44.5% |
| Admin fee / account holder | $917 | $9,954-90.8% | $7,715-88.1% | $13,397-93.2% |