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 | $48,199 | $217,402-77.8% | $185,823-74.1% | $167,490-71.2% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 256.47% | 148.36%+108.1pp | 122.05%+134.4pp | 478.56%-222.1pp |
| Employer contribution / active EE | $4,121 | $5,873-29.8% | $5,167-20.2% | $4,837-14.8% |
| Participant deferral / active EE | $2,670 | $6,356-58.0% | $5,568-52.0% | $6,341-57.9% |
| Admin fee / account holder | $4,730 | $19,811-76.1% | $16,237-70.9% | $12,309-61.6% |