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 | $59,051 | $209,411-71.8% | $178,490-66.9% | $158,922-62.8% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 24.87% | 188.75%-163.9pp | 151.07%-126.2pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,331 | $5,706-59.2% | $5,011-53.5% | $4,761-51.0% |
| Participant deferral / active EE | $7,253 | $5,954+21.8% | $5,202+39.4% | $5,982+21.2% |
| Admin fee / account holder | $446 | $17,074-97.4% | $13,984-96.8% | $11,246-96.0% |