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 | $49,982 | $51,576-3.1% | $129,207-61.3% | $80,856-38.2% |
| Participation rate | 41.5% | 57.0%-15.5pp | 69.6%-28.1pp | 67.6%-26.2pp |
| Annual return | 81.14% | 20.81%+60.3pp | 9417.33%-9336.2pp | 35.59%+45.5pp |
| Employer contribution / active EE | $2,127 | $1,584+34.3% | $4,153-48.8% | $2,755-22.8% |
| Participant deferral / active EE | $3,512 | $2,669+31.6% | $4,168-15.7% | $4,296-18.2% |
| Admin fee / account holder | $1,214 | $4,305-71.8% | $7,715-84.3% | $6,918-82.4% |