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 | $41,489 | $149,040-72.2% | $120,225-65.5% | $137,256-69.8% |
| Participation rate | 58.8% | 75.4%-16.6pp | 69.6%-10.8pp | 80.0%-21.1pp |
| Annual return | 19.44% | 605.68%-586.2pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,061 | $4,350-75.6% | $3,475-69.5% | $4,156-74.5% |
| Participant deferral / active EE | $2,573 | $4,655-44.7% | $3,999-35.7% | $6,407-59.8% |
| Admin fee / account holder | $2,449 | $6,348-61.4% | $5,696-57.0% | $12,270-80.0% |