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 | $75,320 | $165,984-54.6% | $164,813-54.3% | $145,922-48.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.21% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,645 | $5,273-68.8% | $4,341-62.1% | $4,660-64.7% |
| Participant deferral / active EE | $4,387 | $6,959-37.0% | $6,031-27.3% | $6,688-34.4% |
| Admin fee / account holder | $1,277 | $16,648-92.3% | $12,690-89.9% | $13,397-90.5% |