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 8-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 | $51,311 | $159,934-67.9% | $147,005-65.1% | $145,959-64.8% |
| Participation rate | 7.1% | 84.0%-76.9pp | 82.2%-75.0pp | 80.3%-73.1pp |
| Annual return | 12.67% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,193 | $5,287-58.5% | $4,934-55.6% | $4,661-53.0% |
| Participant deferral / active EE | $2,733 | $8,427-67.6% | $8,070-66.1% | $6,689-59.1% |
| Admin fee / account holder | $3,928 | $15,053-73.9% | $13,006-69.8% | $13,398-70.7% |