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 | $60,759 | $111,724-45.6% | $93,606-35.1% | $145,922-58.4% |
| Participation rate | 46.7% | 74.2%-27.5pp | 68.7%-22.1pp | 80.3%-33.6pp |
| Annual return | 18.53% | 202.98%-184.4pp | 133.20%-114.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,297 | $3,090-58.0% | $2,420-46.4% | $4,660-72.2% |
| Participant deferral / active EE | $4,165 | $4,912-15.2% | $4,411-5.6% | $6,688-37.7% |
| Admin fee / account holder | $453 | $10,250-95.6% | $8,285-94.5% | $13,397-96.6% |