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 | $76,928 | $70,756+8.7% | $65,493+17.5% | $142,382-46.0% |
| Participation rate | 26.7% | 77.4%-50.7pp | 73.1%-46.4pp | 80.1%-53.5pp |
| Annual return | 13.88% | 1754.89%-1741.0pp | 982.45%-968.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $908 | $2,881-68.5% | $2,574-64.7% | $4,299-78.9% |
| Participant deferral / active EE | $3,838 | $4,637-17.2% | $3,961-3.1% | $6,507-41.0% |
| Admin fee / account holder | $8,866 | $6,559+35.2% | $5,028+76.3% | $12,624-29.8% |