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 | $55,210 | $93,571-41.0% | $135,903-59.4% | $75,163-26.5% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 129.11% | 30.90%+98.2pp | 68.23%+60.9pp | 160.62%-31.5pp |
| Employer contribution / active EE | $1,358 | $3,537-61.6% | $4,856-72.0% | $2,670-49.1% |
| Participant deferral / active EE | $4,874 | $6,404-23.9% | $7,758-37.2% | $4,125+18.2% |
| Admin fee / account holder | $1,286 | $6,975-81.6% | $10,762-88.0% | $5,651-77.2% |