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 | $23,752 | $180,749-86.9% | $160,784-85.2% | $137,256-82.7% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 13.75% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,242 | $4,155-70.1% | $3,733-66.7% | $4,156-70.1% |
| Participant deferral / active EE | $2,301 | $6,844-66.4% | $6,293-63.4% | $6,407-64.1% |
| Admin fee / account holder | $613 | $10,397-94.1% | $9,717-93.7% | $12,270-95.0% |