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 8-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 | $63,267 | $175,202-63.9% | $149,673-57.7% | $139,434-54.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.54% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,493 | $5,474-54.5% | $4,818-48.3% | $4,751-47.5% |
| Participant deferral / active EE | $7,100 | $6,519+8.9% | $5,680+25.0% | $6,710+5.8% |
| Admin fee / account holder | $1,836 | $16,150-88.6% | $13,210-86.1% | $11,403-83.9% |