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 | $63,989 | $49,922+28.2% | $80,569-20.6% | $75,163-14.9% |
| Participation rate | 68.1% | 55.3%+12.8pp | 67.0%+1.1pp | 67.2%+0.9pp |
| Annual return | 19.41% | 34.69%-15.3pp | 935.43%-916.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,489 | $1,698-12.3% | $2,723-45.3% | $2,670-44.2% |
| Participant deferral / active EE | $4,290 | $2,990+43.5% | $4,447-3.5% | $4,125+4.0% |
| Admin fee / account holder | $3,045 | $3,577-14.9% | $5,377-43.4% | $5,651-46.1% |