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 | $50,887 | $90,348-43.7% | $75,972-33.0% | $145,922-65.1% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 12.96% | 620.88%-607.9pp | 359.55%-346.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,731 | $3,311-17.5% | $2,685+1.7% | $4,660-41.4% |
| Participant deferral / active EE | $5,721 | $5,162+10.8% | $4,255+34.4% | $6,688-14.5% |
| Admin fee / account holder | $3,786 | $8,467-55.3% | $6,467-41.5% | $13,397-71.7% |