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 8-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 | $65,147 | $165,984-60.8% | $164,813-60.5% | $145,922-55.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.0pp |
| Annual return | 17.37% | 100.03%-82.7pp | 69.93%-52.6pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,375 | $5,273-36.0% | $4,341-22.2% | $4,660-27.6% |
| Participant deferral / active EE | $5,497 | $6,959-21.0% | $6,031-8.9% | $6,688-17.8% |
| Admin fee / account holder | $7,838 | $16,648-52.9% | $12,690-38.2% | $13,397-41.5% |