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 | $62,976 | $159,901-60.6% | $146,958-57.1% | $145,922-56.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.60% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,966 | $5,286-43.9% | $4,933-39.9% | $4,660-36.4% |
| Participant deferral / active EE | $6,754 | $8,428-19.9% | $8,070-16.3% | $6,688+1.0% |
| Admin fee / account holder | $1,070 | $15,044-92.9% | $12,998-91.8% | $13,397-92.0% |