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 | $50,080 | $102,317-51.1% | $146,958-65.9% | $80,856-38.1% |
| Participation rate | 53.6% | 75.8%-22.3pp | 82.2%-28.6pp | 67.6%-14.1pp |
| Annual return | 13.04% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,638 | $3,713-55.9% | $4,933-66.8% | $2,755-40.5% |
| Participant deferral / active EE | $4,252 | $6,644-36.0% | $8,070-47.3% | $4,296-1.0% |
| Admin fee / account holder | $749 | $7,941-90.6% | $12,998-94.2% | $6,918-89.2% |