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 | $65,582 | $126,574-48.2% | $106,213-38.3% | $145,922-55.1% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 13.64% | 224.79%-211.1pp | 116.14%-102.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,551 | $3,730-31.6% | $3,171-19.6% | $4,660-45.3% |
| Participant deferral / active EE | $7,481 | $5,724+30.7% | $5,016+49.2% | $6,688+11.9% |
| Admin fee / account holder | $12,203 | $17,304-29.5% | $11,033+10.6% | $13,397-8.9% |