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 | $26,382 | $109,982-76.0% | $97,226-72.9% | $145,922-81.9% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.1pp | 80.3%-16.6pp |
| Annual return | 14.37% | 242.90%-228.5pp | 75.13%-60.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,434 | $3,084+11.4% | $2,729+25.9% | $4,660-26.3% |
| Participant deferral / active EE | $6,128 | $4,676+31.1% | $4,264+43.7% | $6,688-8.4% |
| Admin fee / account holder | $4,795 | $6,221-22.9% | $5,654-15.2% | $13,397-64.2% |