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 | $91,134 | $72,071+26.4% | $68,368+33.3% | $137,256-33.6% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 20.44% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,416 | $2,788-49.2% | $2,649-46.6% | $4,156-65.9% |
| Participant deferral / active EE | $1,821 | $4,410-58.7% | $4,123-55.8% | $6,407-71.6% |
| Admin fee / account holder | $871 | $5,336-83.7% | $5,150-83.1% | $12,270-92.9% |