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 5-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 | $51,734 | $185,822-72.2% | $169,993-69.6% | $139,434-62.9% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 45.91% | 60.50%-14.6pp | 53.37%-7.5pp | 372.94%-327.0pp |
| Employer contribution / active EE | $7,012 | $7,590-7.6% | $6,785+3.3% | $4,751+47.6% |
| Participant deferral / active EE | $12,908 | $11,622+11.1% | $10,408+24.0% | $6,710+92.4% |
| Admin fee / account holder | $1,835 | $15,381-88.1% | $12,815-85.7% | $11,403-83.9% |