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 5-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 | $88,403 | $88,751-0.4% | $81,812+8.1% | $145,922-39.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 21.20% | 1025.40%-1004.2pp | 773.79%-752.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,767 | $3,083-42.7% | $2,912-39.3% | $4,660-62.1% |
| Participant deferral / active EE | $6,625 | $4,643+42.7% | $4,319+53.4% | $6,688-0.9% |
| Admin fee / account holder | $319 | $8,415-96.2% | $7,386-95.7% | $13,397-97.6% |