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 | $63,459 | $178,174-64.4% | $156,181-59.4% | $137,256-53.8% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.8%-20.9pp | 80.0%-22.1pp |
| Annual return | 18.96% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,473 | $4,972-70.4% | $4,294-65.7% | $4,156-64.6% |
| Participant deferral / active EE | $6,290 | $6,888-8.7% | $6,132+2.6% | $6,407-1.8% |
| Admin fee / account holder | $2,285 | $17,404-86.9% | $14,586-84.3% | $12,270-81.4% |