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 | $44,346 | $109,982-59.7% | $97,226-54.4% | $145,922-69.6% |
| Participation rate | 36.8% | 75.9%-39.1pp | 72.7%-35.8pp | 80.3%-43.4pp |
| Annual return | 14.13% | 242.90%-228.8pp | 75.13%-61.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $773 | $3,084-74.9% | $2,729-71.7% | $4,660-83.4% |
| Participant deferral / active EE | $2,151 | $4,676-54.0% | $4,264-49.5% | $6,688-67.8% |
| Admin fee / account holder | $1,421 | $6,221-77.2% | $5,654-74.9% | $13,397-89.4% |