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 | $52,742 | $159,901-67.0% | $146,958-64.1% | $145,922-63.9% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-16.9pp | 80.3%-15.1pp |
| Annual return | 14.64% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,800 | $5,286-47.0% | $4,933-43.2% | $4,660-39.9% |
| Participant deferral / active EE | $7,428 | $8,428-11.9% | $8,070-8.0% | $6,688+11.1% |
| Admin fee / account holder | $442 | $15,044-97.1% | $12,998-96.6% | $13,397-96.7% |