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 8-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 | $39,473 | $176,056-77.6% | $159,436-75.2% | $167,490-76.4% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 14.83% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,557 | $5,297-32.9% | $4,829-26.3% | $4,837-26.5% |
| Participant deferral / active EE | $6,858 | $7,750-11.5% | $7,352-6.7% | $6,341+8.2% |
| Admin fee / account holder | $2,303 | $12,554-81.7% | $10,799-78.7% | $12,309-81.3% |