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 | $69,271 | $175,202-60.5% | $149,673-53.7% | $139,434-50.3% |
| Participation rate | 34.8% | 83.4%-48.6pp | 78.8%-44.0pp | 80.3%-45.5pp |
| Annual return | 19.64% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,225 | $5,474-77.6% | $4,818-74.6% | $4,751-74.2% |
| Participant deferral / active EE | $3,468 | $6,519-46.8% | $5,680-38.9% | $6,710-48.3% |
| Admin fee / account holder | $2,300 | $16,150-85.8% | $13,210-82.6% | $11,403-79.8% |