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 | $27,514 | $183,519-85.0% | $155,509-82.3% | $145,922-81.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.62% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,153 | $5,313-78.3% | $4,672-75.3% | $4,660-75.2% |
| Participant deferral / active EE | $2,265 | $6,462-64.9% | $5,626-59.7% | $6,688-66.1% |
| Admin fee / account holder | $1,546 | $19,313-92.0% | $15,912-90.3% | $13,397-88.5% |