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 | $42,266 | $165,984-74.5% | $164,813-74.4% | $145,922-71.0% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-26.9pp |
| Annual return | 9.46% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,173 | $5,273-58.8% | $4,341-49.9% | $4,660-53.4% |
| Participant deferral / active EE | $4,995 | $6,959-28.2% | $6,031-17.2% | $6,688-25.3% |
| Admin fee / account holder | $428 | $16,648-97.4% | $12,690-96.6% | $13,397-96.8% |