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 3-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 | $58,059 | $72,071-19.4% | $68,368-15.1% | $137,256-57.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 19.09% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,544 | $2,788+98.9% | $2,649+109.3% | $4,156+33.4% |
| Participant deferral / active EE | $10,151 | $4,410+130.2% | $4,123+146.2% | $6,407+58.4% |
| Admin fee / account holder | $3,356 | $5,336-37.1% | $5,150-34.8% | $12,270-72.7% |