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 | $62,471 | $102,317-38.9% | $146,958-57.5% | $80,856-22.7% |
| Participation rate | 61.8% | 75.8%-14.1pp | 82.2%-20.4pp | 67.6%-5.9pp |
| Annual return | 89.06% | 134.76%-45.7pp | 418.34%-329.3pp | 35.59%+53.5pp |
| Employer contribution / active EE | $1,925 | $3,713-48.2% | $4,933-61.0% | $2,755-30.1% |
| Participant deferral / active EE | $5,634 | $6,644-15.2% | $8,070-30.2% | $4,296+31.2% |
| Admin fee / account holder | $695 | $7,941-91.3% | $12,998-94.7% | $6,918-90.0% |