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 | $97,524 | $202,432-51.8% | $169,368-42.4% | $139,434-30.1% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 12.72% | 531.74%-519.0pp | 405.60%-392.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,699 | $4,692-63.8% | $4,013-57.7% | $4,751-64.2% |
| Participant deferral / active EE | $6,800 | $6,938-2.0% | $6,221+9.3% | $6,710+1.3% |
| Admin fee / account holder | $1,263 | $10,708-88.2% | $9,003-86.0% | $11,403-88.9% |