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 | $24,838 | $202,432-87.7% | $169,368-85.3% | $139,434-82.2% |
| Participation rate | 60.9% | 81.1%-20.2pp | 77.1%-16.3pp | 80.3%-19.4pp |
| Annual return | 43.47% | 531.74%-488.3pp | 405.60%-362.1pp | 372.94%-329.5pp |
| Employer contribution / active EE | $2,067 | $4,692-55.9% | $4,013-48.5% | $4,751-56.5% |
| Participant deferral / active EE | $4,217 | $6,938-39.2% | $6,221-32.2% | $6,710-37.2% |
| Admin fee / account holder | $7,605 | $10,708-29.0% | $9,003-15.5% | $11,403-33.3% |