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 | $54,760 | $96,305-43.1% | $80,569-32.0% | $139,434-60.7% |
| Participation rate | 46.2% | 73.6%-27.5pp | 67.0%-20.8pp | 80.3%-34.2pp |
| Annual return | 16.07% | 1350.08%-1334.0pp | 935.43%-919.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,745 | $3,262-46.5% | $2,723-35.9% | $4,751-63.3% |
| Participant deferral / active EE | $5,498 | $5,232+5.1% | $4,447+23.6% | $6,710-18.1% |
| Admin fee / account holder | $4,133 | $6,599-37.4% | $5,377-23.1% | $11,403-63.8% |