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 | $51,490 | $111,724-53.9% | $93,606-45.0% | $145,922-64.7% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 16.48% | 202.98%-186.5pp | 133.20%-116.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,562 | $3,090-49.5% | $2,420-35.5% | $4,660-66.5% |
| Participant deferral / active EE | $2,529 | $4,912-48.5% | $4,411-42.7% | $6,688-62.2% |
| Admin fee / account holder | $3,986 | $10,250-61.1% | $8,285-51.9% | $13,397-70.2% |