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 | $52,248 | $70,669-26.1% | $169,368-69.2% | $75,163-30.5% |
| Participation rate | 35.3% | 64.8%-29.5pp | 77.1%-41.9pp | 67.2%-31.9pp |
| Annual return | 90.07% | 36.36%+53.7pp | 405.60%-315.5pp | 160.62%-70.5pp |
| Employer contribution / active EE | $1,468 | $2,211-33.6% | $4,013-63.4% | $2,670-45.0% |
| Participant deferral / active EE | $2,777 | $4,311-35.6% | $6,221-55.4% | $4,125-32.7% |
| Admin fee / account holder | $3,124 | $5,402-42.2% | $9,003-65.3% | $5,651-44.7% |