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 5-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 | $34,569 | $148,534-76.7% | $135,903-74.6% | $139,434-75.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 30.39% | 79.19%-48.8pp | 68.23%-37.8pp | 372.94%-342.6pp |
| Employer contribution / active EE | $1,681 | $5,243-67.9% | $4,856-65.4% | $4,751-64.6% |
| Participant deferral / active EE | $7,419 | $8,100-8.4% | $7,758-4.4% | $6,710+10.6% |
| Admin fee / account holder | $511 | $12,400-95.9% | $10,762-95.2% | $11,403-95.5% |