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 9-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 | $62,666 | $183,963-65.9% | $162,163-61.4% | $152,861-59.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 25.30% | 150.76%-125.5pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $7,785 | $6,371+22.2% | $5,614+38.7% | $4,762+63.5% |
| Participant deferral / active EE | $5,738 | $8,034-28.6% | $7,298-21.4% | $5,850-1.9% |
| Admin fee / account holder | $1,365 | $13,121-89.6% | $10,843-87.4% | $11,596-88.2% |