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 6-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 | $75,357 | $210,648-64.2% | $177,989-57.7% | $145,922-48.4% |
| Participation rate | 61.5% | 80.8%-19.2pp | 77.1%-15.5pp | 80.3%-18.7pp |
| Annual return | 13.91% | 385.86%-371.9pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $656 | $4,565-85.6% | $3,949-83.4% | $4,660-85.9% |
| Participant deferral / active EE | $7,513 | $6,958+8.0% | $6,276+19.7% | $6,688+12.3% |
| Admin fee / account holder | $2,804 | $12,013-76.7% | $10,363-72.9% | $13,397-79.1% |