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 | $54,328 | $126,574-57.1% | $106,213-48.9% | $145,922-62.8% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 185.26% | 224.79%-39.5pp | 116.14%+69.1pp | 561.29%-376.0pp |
| Employer contribution / active EE | $2,345 | $3,730-37.1% | $3,171-26.1% | $4,660-49.7% |
| Participant deferral / active EE | $8,280 | $5,724+44.7% | $5,016+65.1% | $6,688+23.8% |
| Admin fee / account holder | $2,506 | $17,304-85.5% | $11,033-77.3% | $13,397-81.3% |