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 | $63,091 | $65,409-3.5% | $98,442-35.9% | $85,850-26.5% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.3%-13.9pp | 69.3%-9.9pp |
| Annual return | 20.79% | 21.76%-1.0pp | 1492.73%-1471.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,681 | $2,168-22.4% | $2,960-43.2% | $2,565-34.4% |
| Participant deferral / active EE | $5,068 | $3,166+60.1% | $4,276+18.5% | $3,952+28.2% |
| Admin fee / account holder | $1,622 | $4,593-64.7% | $5,949-72.7% | $6,260-74.1% |