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 | $33,232 | $138,044-75.9% | $125,339-73.5% | $134,475-75.3% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | 34.05% | 750.33%-716.3pp | 572.05%-538.0pp | 417.96%-383.9pp |
| Employer contribution / active EE | $3,964 | $5,243-24.4% | $4,814-17.6% | $4,740-16.4% |
| Participant deferral / active EE | $7,613 | $7,799-2.4% | $7,446+2.2% | $6,400+19.0% |
| Admin fee / account holder | $1,279 | $11,571-88.9% | $10,010-87.2% | $11,426-88.8% |