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 | $60,724 | $83,902-27.6% | $167,512-63.7% | $84,808-28.4% |
| Participation rate | 58.1% | 66.5%-8.4pp | 77.1%-19.0pp | 68.3%-10.2pp |
| Annual return | 18.22% | 91.55%-73.3pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,776 | $2,264+22.6% | $3,882-28.5% | $2,631+5.5% |
| Participant deferral / active EE | $5,033 | $4,442+13.3% | $6,405-21.4% | $4,212+19.5% |
| Admin fee / account holder | $1,501 | $7,915-81.0% | $9,769-84.6% | $7,344-79.6% |