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 | $45,755 | $111,724-59.0% | $93,606-51.1% | $145,922-68.6% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.7pp |
| Annual return | 11.55% | 202.98%-191.4pp | 133.20%-121.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,551 | $3,090-17.4% | $2,420+5.4% | $4,660-45.3% |
| Participant deferral / active EE | $4,046 | $4,912-17.6% | $4,411-8.3% | $6,688-39.5% |
| Admin fee / account holder | $1,590 | $10,250-84.5% | $8,285-80.8% | $13,397-88.1% |