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 4-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 | $89,275 | $158,398-43.6% | $126,539-29.4% | $142,382-37.3% |
| Participation rate | 47.1% | 75.8%-28.7pp | 69.8%-22.8pp | 80.1%-33.1pp |
| Annual return | 22.55% | 593.76%-571.2pp | 425.95%-403.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,772 | $4,650-40.4% | $3,674-24.5% | $4,299-35.5% |
| Participant deferral / active EE | $5,928 | $4,767+24.4% | $4,083+45.2% | $6,507-8.9% |
| Admin fee / account holder | $5,758 | $6,918-16.8% | $6,065-5.1% | $12,624-54.4% |