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 5-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 | $52,240 | $88,751-41.1% | $81,812-36.1% | $145,922-64.2% |
| Participation rate | 27.8% | 75.0%-47.3pp | 72.3%-44.6pp | 80.3%-52.5pp |
| Annual return | 11.77% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,098 | $3,083+65.3% | $2,912+75.0% | $4,660+9.4% |
| Participant deferral / active EE | $3,164 | $4,643-31.9% | $4,319-26.7% | $6,688-52.7% |
| Admin fee / account holder | $10,324 | $8,415+22.7% | $7,386+39.8% | $13,397-22.9% |