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 | $23,497 | $175,202-86.6% | $149,673-84.3% | $139,434-83.1% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 47.20% | 166.71%-119.5pp | 134.42%-87.2pp | 372.94%-325.7pp |
| Employer contribution / active EE | $2,036 | $5,474-62.8% | $4,818-57.7% | $4,751-57.1% |
| Participant deferral / active EE | $12,071 | $6,519+85.2% | $5,680+112.5% | $6,710+79.9% |
| Admin fee / account holder | $1,741 | $16,150-89.2% | $13,210-86.8% | $11,403-84.7% |