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 | $10,246 | $158,398-93.5% | $126,539-91.9% | $142,382-92.8% |
| Participation rate | 38.5% | 75.8%-37.3pp | 69.8%-31.4pp | 80.1%-41.7pp |
| Annual return | 24.12% | 593.76%-569.6pp | 425.95%-401.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,430 | $4,650-26.2% | $3,674-6.6% | $4,299-20.2% |
| Participant deferral / active EE | $3,598 | $4,767-24.5% | $4,083-11.9% | $6,507-44.7% |
| Admin fee / account holder | $3,072 | $6,918-55.6% | $6,065-49.3% | $12,624-75.7% |