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 | $55,280 | $109,327-49.4% | $89,391-38.2% | $158,922-65.2% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 12.57% | 345.68%-333.1pp | 245.62%-233.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,609 | $3,170-49.2% | $2,586-37.8% | $4,761-66.2% |
| Participant deferral / active EE | $3,249 | $4,598-29.3% | $3,890-16.5% | $5,982-45.7% |
| Admin fee / account holder | $1,931 | $6,153-68.6% | $4,881-60.4% | $11,246-82.8% |