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 | $70,974 | $158,398-55.2% | $126,539-43.9% | $142,382-50.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 13.04% | 593.76%-580.7pp | 425.95%-412.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,459 | $4,650-25.6% | $3,674-5.9% | $4,299-19.5% |
| Participant deferral / active EE | $5,667 | $4,767+18.9% | $4,083+38.8% | $6,507-12.9% |
| Admin fee / account holder | $19,595 | $6,918+183.2% | $6,065+223.1% | $12,624+55.2% |