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 9-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 | $25,674 | $74,888-65.7% | $71,209-63.9% | $142,382-82.0% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 14.70% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,625 | $2,854+62.0% | $2,721+70.0% | $4,299+7.6% |
| Participant deferral / active EE | $7,432 | $4,454+66.8% | $4,175+78.0% | $6,507+14.2% |
| Admin fee / account holder | $1,190 | $5,568-78.6% | $5,349-77.8% | $12,624-90.6% |