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 8-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 | $48,339 | $210,648-77.1% | $177,989-72.8% | $145,922-66.9% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 15.23% | 385.86%-370.6pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,524 | $4,565-66.6% | $3,949-61.4% | $4,660-67.3% |
| Participant deferral / active EE | $4,904 | $6,958-29.5% | $6,276-21.9% | $6,688-26.7% |
| Admin fee / account holder | $2,050 | $12,013-82.9% | $10,363-80.2% | $13,397-84.7% |