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 | $49,741 | $133,922-62.9% | $116,228-57.2% | $142,382-65.1% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.6%-10.3pp | 80.1%-15.8pp |
| Annual return | 16.86% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,748 | $3,446-49.3% | $2,994-41.6% | $4,299-59.3% |
| Participant deferral / active EE | $5,089 | $5,672-10.3% | $4,953+2.7% | $6,507-21.8% |
| Admin fee / account holder | $2,554 | $14,945-82.9% | $11,989-78.7% | $12,624-79.8% |