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 | $52,064 | $83,902-37.9% | $167,512-68.9% | $84,808-38.6% |
| Participation rate | 52.0% | 66.5%-14.5pp | 77.1%-25.1pp | 68.3%-16.3pp |
| Annual return | 14.05% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,694 | $2,264+19.0% | $3,882-30.6% | $2,631+2.4% |
| Participant deferral / active EE | $2,974 | $4,442-33.1% | $6,405-53.6% | $4,212-29.4% |
| Admin fee / account holder | $3,551 | $7,915-55.1% | $9,769-63.6% | $7,344-51.6% |