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 6-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 | $64,173 | $102,604-37.5% | $86,188-25.5% | $139,434-54.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 25.88% | 1922.51%-1896.6pp | 1168.45%-1142.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $4,704 | $3,032+55.1% | $2,380+97.6% | $4,751-1.0% |
| Participant deferral / active EE | $7,123 | $4,676+52.3% | $3,985+78.7% | $6,710+6.2% |
| Admin fee / account holder | $2,890 | $8,657-66.6% | $6,852-57.8% | $11,403-74.7% |