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 | $52,078 | $149,040-65.1% | $120,225-56.7% | $137,256-62.1% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 18.49% | 605.68%-587.2pp | 439.23%-420.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,998 | $4,655-14.1% | $3,9990% | $6,407-37.6% |
| Admin fee / account holder | $985 | $6,348-84.5% | $5,696-82.7% | $12,270-92.0% |