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 | $131,950 | $96,635+36.5% | $86,612+52.3% | $139,434-5.4% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 17.39% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,226 | $3,263-1.1% | $3,022+6.7% | $4,751-32.1% |
| Participant deferral / active EE | $7,347 | $4,836+51.9% | $4,438+65.6% | $6,710+9.5% |
| Admin fee / account holder | $8,605 | $6,408+34.3% | $5,614+53.3% | $11,403-24.5% |