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 | $70,253 | $72,071-2.5% | $68,368+2.8% | $137,256-48.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.41% | 353.14%-333.7pp | 292.57%-273.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,059 | $2,788-26.1% | $2,649-22.3% | $4,156-50.5% |
| Participant deferral / active EE | $6,035 | $4,410+36.8% | $4,123+46.4% | $6,407-5.8% |
| Admin fee / account holder | $3,898 | $5,336-26.9% | $5,150-24.3% | $12,270-68.2% |