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 | $38,566 | $105,181-63.3% | $159,436-75.8% | $85,850-55.1% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.8%-31.5pp | 69.3%-18.0pp |
| Annual return | 18.95% | 45.07%-26.1pp | 263.57%-244.6pp | 318.53%-299.6pp |
| Employer contribution / active EE | $2,110 | $3,318-36.4% | $4,829-56.3% | $2,565-17.7% |
| Participant deferral / active EE | $4,432 | $5,945-25.5% | $7,352-39.7% | $3,952+12.1% |
| Admin fee / account holder | $5,081 | $6,933-26.7% | $10,799-52.9% | $6,260-18.8% |