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 | $18,581 | $100,852-81.6% | $90,404-79.4% | $158,922-88.3% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 23.75% | 1724.20%-1700.5pp | 1293.02%-1269.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,623 | $3,689-56.0% | $3,262-50.2% | $4,761-65.9% |
| Participant deferral / active EE | $1,928 | $4,348-55.6% | $3,963-51.3% | $5,982-67.8% |
| Admin fee / account holder | $2,972 | $6,501-54.3% | $5,611-47.0% | $11,246-73.6% |