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 | $51,924 | $108,919-52.3% | $100,391-48.3% | $145,922-64.4% |
| Participation rate | 61.5% | 82.9%-21.4pp | 81.5%-19.9pp | 80.3%-18.7pp |
| Annual return | 13.09% | 57.88%-44.8pp | 49.20%-36.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,125 | $4,419-29.3% | $3,942-20.7% | $4,660-32.9% |
| Participant deferral / active EE | $7,159 | $8,445-15.2% | $8,082-11.4% | $6,688+7.0% |
| Admin fee / account holder | $1,143 | $9,689-88.2% | $7,899-85.5% | $13,397-91.5% |