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 | $31,428 | $183,592-82.9% | $155,567-79.8% | $145,959-78.5% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.6pp | 80.3%-16.6pp |
| Annual return | 13.73% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,418 | $5,315-73.3% | $4,674-69.7% | $4,661-69.6% |
| Participant deferral / active EE | $2,509 | $6,464-61.2% | $5,628-55.4% | $6,689-62.5% |
| Admin fee / account holder | $4,632 | $19,318-76.0% | $15,916-70.9% | $13,398-65.4% |