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 | $58,938 | $111,535-47.2% | $105,223-44.0% | $137,256-57.1% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.0%-6.9pp | 80.0%-11.8pp |
| Annual return | 19.11% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,414 | $3,939-38.7% | $3,689-34.5% | $4,156-41.9% |
| Participant deferral / active EE | $5,753 | $5,500+4.6% | $5,072+13.4% | $6,407-10.2% |
| Admin fee / account holder | $473 | $9,721-95.1% | $8,859-94.7% | $12,270-96.1% |