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 | $51,774 | $88,751-41.7% | $81,812-36.7% | $145,922-64.5% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 20.92% | 1025.40%-1004.5pp | 773.79%-752.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,856 | $3,083-39.8% | $2,912-36.3% | $4,660-60.2% |
| Participant deferral / active EE | $5,522 | $4,643+18.9% | $4,319+27.9% | $6,688-17.4% |
| Admin fee / account holder | $5,176 | $8,415-38.5% | $7,386-29.9% | $13,397-61.4% |