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 | $75,318 | $159,901-52.9% | $146,958-48.7% | $145,922-48.4% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 19.16% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,196 | $5,286-77.4% | $4,933-75.8% | $4,660-74.3% |
| Participant deferral / active EE | $3,071 | $8,428-63.6% | $8,070-61.9% | $6,688-54.1% |
| Admin fee / account holder | $1,167 | $15,044-92.2% | $12,998-91.0% | $13,397-91.3% |