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 | $55,745 | $114,047-51.1% | $96,139-42.0% | $167,490-66.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 11.14% | 189.88%-178.7pp | 191.94%-180.8pp | 478.56%-467.4pp |
| Employer contribution / active EE | $492 | $3,427-85.6% | $2,797-82.4% | $4,837-89.8% |
| Participant deferral / active EE | $1,920 | $5,194-63.0% | $4,349-55.8% | $6,341-69.7% |
| Admin fee / account holder | $2,530 | $6,897-63.3% | $5,537-54.3% | $12,309-79.4% |