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 | $41,444 | $121,625-65.9% | $104,607-60.4% | $158,922-73.9% |
| Participation rate | 62.5% | 77.5%-15.0pp | 74.1%-11.6pp | 82.0%-19.5pp |
| Annual return | 28.80% | 465.26%-436.5pp | 340.46%-311.7pp | 302.83%-274.0pp |
| Employer contribution / active EE | $2,387 | $3,163-24.5% | $2,681-10.9% | $4,761-49.9% |
| Participant deferral / active EE | $6,883 | $4,177+64.8% | $3,740+84.1% | $5,982+15.1% |
| Admin fee / account holder | $521 | $7,787-93.3% | $6,473-91.9% | $11,246-95.4% |