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 | $18,146 | $115,770-84.3% | $101,248-82.1% | $158,922-88.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 15.72% | 56.14%-40.4pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,075 | $4,175-50.3% | $3,660-43.3% | $4,761-56.4% |
| Participant deferral / active EE | $4,658 | $4,957-6.0% | $4,370+6.6% | $5,982-22.1% |
| Admin fee / account holder | $1,257 | $7,245-82.7% | $5,945-78.9% | $11,246-88.8% |