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 | $67,164 | $165,984-59.5% | $164,813-59.2% | $145,922-54.0% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.7pp |
| Annual return | 18.39% | 100.03%-81.6pp | 69.93%-51.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,365 | $5,273-36.2% | $4,341-22.5% | $4,660-27.8% |
| Participant deferral / active EE | $4,199 | $6,959-39.7% | $6,031-30.4% | $6,688-37.2% |
| Admin fee / account holder | $4,231 | $16,648-74.6% | $12,690-66.7% | $13,397-68.4% |