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 | $68,349 | $99,877-31.6% | $84,966-19.6% | $145,922-53.2% |
| Participation rate | 17.6% | 74.1%-56.4pp | 67.5%-49.9pp | 80.3%-62.6pp |
| Annual return | 12.55% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $606 | $3,231-81.2% | $2,727-77.8% | $4,660-87.0% |
| Participant deferral / active EE | $2,430 | $5,291-54.1% | $4,519-46.2% | $6,688-63.7% |
| Admin fee / account holder | $3,343 | $7,248-53.9% | $6,149-45.6% | $13,397-75.0% |