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 | $49,614 | $202,318-75.5% | $172,739-71.3% | $152,861-67.5% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.4%-14.0pp |
| Annual return | 36.20% | 1029.65%-993.4pp | 802.84%-766.6pp | 345.32%-309.1pp |
| Employer contribution / active EE | $1,393 | $5,856-76.2% | $5,143-72.9% | $4,762-70.7% |
| Participant deferral / active EE | $2,750 | $5,948-53.8% | $5,198-47.1% | $5,850-53.0% |
| Admin fee / account holder | $4,770 | $17,109-72.1% | $13,954-65.8% | $11,596-58.9% |