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 9-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 | $98,069 | $217,402-54.9% | $185,823-47.2% | $167,490-41.4% |
| Participation rate | 65.2% | 86.0%-20.8pp | 81.7%-16.5pp | 82.1%-16.9pp |
| Annual return | 15.55% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,429 | $5,873-58.6% | $5,167-53.0% | $4,837-49.8% |
| Participant deferral / active EE | $3,588 | $6,356-43.5% | $5,568-35.6% | $6,341-43.4% |
| Admin fee / account holder | $5,612 | $19,811-71.7% | $16,237-65.4% | $12,309-54.4% |