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 | $99,613 | $209,411-52.4% | $178,490-44.2% | $158,922-37.3% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 12.40% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,744 | $5,706-69.4% | $5,011-65.2% | $4,761-63.4% |
| Participant deferral / active EE | $4,603 | $5,954-22.7% | $5,202-11.5% | $5,982-23.1% |
| Admin fee / account holder | $3,197 | $17,074-81.3% | $13,984-77.1% | $11,246-71.6% |