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 | $60,167 | $159,602-62.3% | $150,045-59.9% | $142,382-57.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 35.58% | 70.24%-34.7pp | 62.55%-27.0pp | 217.08%-181.5pp |
| Employer contribution / active EE | $3,834 | $4,961-22.7% | $4,693-18.3% | $4,299-10.8% |
| Participant deferral / active EE | $4,092 | $8,310-50.8% | $7,997-48.8% | $6,507-37.1% |
| Admin fee / account holder | $1,003 | $14,846-93.2% | $13,435-92.5% | $12,624-92.1% |