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 | $94,296 | $175,202-46.2% | $149,673-37.0% | $139,434-32.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 38.12% | 166.71%-128.6pp | 134.42%-96.3pp | 372.94%-334.8pp |
| Employer contribution / active EE | $2,789 | $5,474-49.1% | $4,818-42.1% | $4,751-41.3% |
| Participant deferral / active EE | $4,902 | $6,519-24.8% | $5,680-13.7% | $6,710-26.9% |
| Admin fee / account holder | $12,453 | $16,150-22.9% | $13,210-5.7% | $11,403+9.2% |