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 | $75,710 | $183,519-58.7% | $155,509-51.3% | $145,922-48.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.08% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,036 | $5,313-80.5% | $4,672-77.8% | $4,660-77.8% |
| Participant deferral / active EE | $7,660 | $6,462+18.5% | $5,626+36.2% | $6,688+14.5% |
| Admin fee / account holder | $1,789 | $19,313-90.7% | $15,912-88.8% | $13,397-86.6% |