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 5-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 | $52,379 | $159,901-67.2% | $146,958-64.4% | $145,922-64.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.25% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $9,128 | $5,286+72.7% | $4,933+85.0% | $4,660+95.9% |
| Participant deferral / active EE | $10,710 | $8,428+27.1% | $8,070+32.7% | $6,688+60.1% |
| Admin fee / account holder | $3,942 | $15,044-73.8% | $12,998-69.7% | $13,397-70.6% |