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 | $55,252 | $74,888-26.2% | $71,209-22.4% | $142,382-61.2% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.1%-18.6pp |
| Annual return | 43.97% | 345.14%-301.2pp | 282.51%-238.5pp | 217.08%-173.1pp |
| Employer contribution / active EE | $1,333 | $2,854-53.3% | $2,721-51.0% | $4,299-69.0% |
| Participant deferral / active EE | $5,795 | $4,454+30.1% | $4,175+38.8% | $6,507-10.9% |
| Admin fee / account holder | $426 | $5,568-92.3% | $5,349-92.0% | $12,624-96.6% |