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 7-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 | $51,942 | $70,756-26.6% | $65,493-20.7% | $142,382-63.5% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.1%-42.6pp |
| Annual return | 14.41% | 1754.89%-1740.5pp | 982.45%-968.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,047 | $2,881-63.6% | $2,574-59.3% | $4,299-75.6% |
| Participant deferral / active EE | $4,689 | $4,637+1.1% | $3,961+18.4% | $6,507-27.9% |
| Admin fee / account holder | $2,439 | $6,559-62.8% | $5,028-51.5% | $12,624-80.7% |