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 7-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 | $70,139 | $99,020-29.2% | $86,590-19.0% | $147,584-52.5% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 15.83% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,661 | $3,132-47.0% | $2,839-41.5% | $4,876-65.9% |
| Participant deferral / active EE | $2,787 | $3,972-29.8% | $3,609-22.8% | $5,439-48.8% |
| Admin fee / account holder | $348 | $5,710-93.9% | $4,906-92.9% | $10,885-96.8% |