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 6-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 | $36,835 | $202,432-81.8% | $169,368-78.3% | $139,434-73.6% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 19.58% | 531.74%-512.2pp | 405.60%-386.0pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,802 | $4,692-61.6% | $4,013-55.1% | $4,751-62.1% |
| Participant deferral / active EE | $7,199 | $6,938+3.8% | $6,221+15.7% | $6,710+7.3% |
| Admin fee / account holder | $1,834 | $10,708-82.9% | $9,003-79.6% | $11,403-83.9% |