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 | $44,867 | $68,346-34.4% | $94,646-52.6% | $75,163-40.3% |
| Participation rate | 63.3% | 76.1%-12.8pp | 80.8%-17.5pp | 67.2%-3.9pp |
| Annual return | 77.15% | 616.93%-539.8pp | 156.71%-79.6pp | 160.62%-83.5pp |
| Employer contribution / active EE | $2,913 | $2,701+7.9% | $3,672-20.7% | $2,670+9.1% |
| Participant deferral / active EE | $7,818 | $6,537+19.6% | $7,418+5.4% | $4,125+89.5% |
| Admin fee / account holder | $453 | $5,326-91.5% | $7,231-93.7% | $5,651-92.0% |