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 | $52,643 | $70,606-25.4% | $53,898-2.3% | $142,382-63.0% |
| Participation rate | 47.4% | 63.7%-16.3pp | 55.0%-7.6pp | 80.1%-32.8pp |
| Annual return | 21.73% | 619.81%-598.1pp | 528.60%-506.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,917 | $1,202+59.5% | $932+105.7% | $4,299-55.4% |
| Participant deferral / active EE | $3,221 | $2,364+36.2% | $1,826+76.3% | $6,507-50.5% |
| Admin fee / account holder | $2,310 | $2,852-19.0% | $2,491-7.2% | $12,624-81.7% |