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 | $56,335 | $102,317-44.9% | $146,958-61.7% | $80,856-30.3% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.2%-20.3pp | 67.6%-5.7pp |
| Annual return | 23.13% | 134.76%-111.6pp | 418.34%-395.2pp | 35.59%-12.5pp |
| Employer contribution / active EE | $2,834 | $3,713-23.7% | $4,933-42.6% | $2,755+2.9% |
| Participant deferral / active EE | $5,829 | $6,644-12.3% | $8,070-27.8% | $4,296+35.7% |
| Admin fee / account holder | $2,981 | $7,941-62.5% | $12,998-77.1% | $6,918-56.9% |