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 9-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 | $79,577 | $77,145+3.2% | $108,410-26.6% | $85,850-7.3% |
| Participation rate | 62.9% | 74.7%-11.8pp | 80.1%-17.2pp | 69.3%-6.4pp |
| Annual return | 25.17% | 44.54%-19.4pp | 905.27%-880.1pp | 318.53%-293.4pp |
| Employer contribution / active EE | $2,903 | $2,379+22.0% | $3,558-18.4% | $2,565+13.2% |
| Participant deferral / active EE | $3,234 | $5,566-41.9% | $6,563-50.7% | $3,952-18.2% |
| Admin fee / account holder | $2,503 | $5,172-51.6% | $7,295-65.7% | $6,260-60.0% |