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 | $51,849 | $72,400-28.4% | $67,502-23.2% | $145,922-64.5% |
| Participation rate | 54.2% | 76.9%-22.7pp | 72.9%-18.7pp | 80.3%-26.1pp |
| Annual return | 14.21% | 7182.46%-7168.3pp | 3512.12%-3497.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $679 | $3,069-77.9% | $2,731-75.1% | $4,660-85.4% |
| Participant deferral / active EE | $880 | $4,783-81.6% | $4,000-78.0% | $6,688-86.8% |
| Admin fee / account holder | $1,079 | $5,539-80.5% | $3,998-73.0% | $13,397-91.9% |