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 | $28,126 | $90,348-68.9% | $75,972-63.0% | $145,922-80.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 12.80% | 620.88%-608.1pp | 359.55%-346.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,419 | $3,311-26.9% | $2,685-9.9% | $4,660-48.1% |
| Participant deferral / active EE | $3,367 | $5,162-34.8% | $4,255-20.9% | $6,688-49.7% |
| Admin fee / account holder | $805 | $8,467-90.5% | $6,467-87.5% | $13,397-94.0% |