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 | $52,356 | $102,317-48.8% | $146,958-64.4% | $80,856-35.2% |
| Participation rate | 59.8% | 75.8%-16.1pp | 82.2%-22.4pp | 67.6%-7.9pp |
| Annual return | 20.20% | 134.76%-114.6pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,100 | $3,713-43.4% | $4,933-57.4% | $2,755-23.8% |
| Participant deferral / active EE | $5,916 | $6,644-11.0% | $8,070-26.7% | $4,296+37.7% |
| Admin fee / account holder | $617 | $7,941-92.2% | $12,998-95.3% | $6,918-91.1% |