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 | $55,397 | $127,065-56.4% | $113,168-51.0% | $142,382-61.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 289.68% | 24.03%+265.7pp | 24.27%+265.4pp | 217.08%+72.6pp |
| Employer contribution / active EE | $6,457 | $3,442+87.6% | $2,975+117.0% | $4,299+50.2% |
| Participant deferral / active EE | $12,618 | $5,716+120.7% | $5,107+147.1% | $6,507+93.9% |
| Admin fee / account holder | $2,948 | $15,736-81.3% | $12,068-75.6% | $12,624-76.6% |