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 | $30,600 | $159,901-80.9% | $146,958-79.2% | $145,922-79.0% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.3pp | 80.3%-34.4pp |
| Annual return | 15.49% | 98.13%-82.6pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,781 | $5,286-9.6% | $4,933-3.1% | $4,660+2.6% |
| Participant deferral / active EE | $10,342 | $8,428+22.7% | $8,070+28.2% | $6,688+54.6% |
| Admin fee / account holder | $9,450 | $15,044-37.2% | $12,998-27.3% | $13,397-29.5% |