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 8-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 | $50,337 | $112,881-55.4% | $90,951-44.7% | $158,922-68.3% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 61.61% | 215.79%-154.2pp | 134.60%-73.0pp | 302.83%-241.2pp |
| Employer contribution / active EE | $517 | $2,893-82.1% | $2,122-75.6% | $4,761-89.1% |
| Participant deferral / active EE | $2,974 | $4,128-28.0% | $3,373-11.8% | $5,982-50.3% |
| Admin fee / account holder | $337 | $8,041-95.8% | $5,959-94.3% | $11,246-97.0% |