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 | $27,883 | $210,648-86.8% | $177,989-84.3% | $145,922-80.9% |
| Participation rate | 68.2% | 80.8%-12.6pp | 77.1%-8.9pp | 80.3%-12.1pp |
| Annual return | 10.11% | 385.86%-375.7pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,635 | $4,565-64.2% | $3,949-58.6% | $4,660-64.9% |
| Participant deferral / active EE | $3,706 | $6,958-46.7% | $6,276-40.9% | $6,688-44.6% |
| Admin fee / account holder | $6,369 | $12,013-47.0% | $10,363-38.5% | $13,397-52.5% |