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 | $54,054 | $185,822-70.9% | $169,993-68.2% | $139,434-61.2% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 18.97% | 60.50%-41.5pp | 53.37%-34.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,004 | $7,590-73.6% | $6,785-70.5% | $4,751-57.8% |
| Participant deferral / active EE | $5,796 | $11,622-50.1% | $10,408-44.3% | $6,710-13.6% |
| Admin fee / account holder | $2,248 | $15,381-85.4% | $12,815-82.5% | $11,403-80.3% |