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 | $21,073 | $159,934-86.8% | $147,005-85.7% | $145,959-85.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 22.61% | 98.24%-75.6pp | 418.76%-396.2pp | 561.95%-539.3pp |
| Employer contribution / active EE | $1,815 | $5,287-65.7% | $4,934-63.2% | $4,661-61.1% |
| Participant deferral / active EE | $3,469 | $8,427-58.8% | $8,070-57.0% | $6,689-48.1% |
| Admin fee / account holder | $1,460 | $15,053-90.3% | $13,006-88.8% | $13,398-89.1% |