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 | $31,801 | $111,724-71.5% | $93,606-66.0% | $145,922-78.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.77% | 202.98%-189.2pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,974 | $3,090+61.0% | $2,420+105.6% | $4,660+6.7% |
| Participant deferral / active EE | $8,642 | $4,912+75.9% | $4,411+95.9% | $6,688+29.2% |
| Admin fee / account holder | $356 | $10,250-96.5% | $8,285-95.7% | $13,397-97.3% |