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 | $46,853 | $159,901-70.7% | $146,958-68.1% | $145,922-67.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.0pp |
| Annual return | 15.57% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,054 | $5,286-23.3% | $4,933-17.8% | $4,660-13.0% |
| Participant deferral / active EE | $7,873 | $8,428-6.6% | $8,070-2.4% | $6,688+17.7% |
| Admin fee / account holder | $2,380 | $15,044-84.2% | $12,998-81.7% | $13,397-82.2% |