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 | $50,822 | $159,901-68.2% | $146,958-65.4% | $145,922-65.2% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 20.11% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,953 | $5,286-63.0% | $4,933-60.4% | $4,660-58.1% |
| Participant deferral / active EE | $4,520 | $8,428-46.4% | $8,070-44.0% | $6,688-32.4% |
| Admin fee / account holder | $4,445 | $15,044-70.5% | $12,998-65.8% | $13,397-66.8% |