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 | $90,636 | $111,724-18.9% | $93,606-3.2% | $145,922-37.9% |
| Participation rate | 52.4% | 74.2%-21.8pp | 68.7%-16.3pp | 80.3%-27.9pp |
| Annual return | 12.49% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,353 | $3,090-56.2% | $2,420-44.1% | $4,660-71.0% |
| Participant deferral / active EE | $2,517 | $4,912-48.8% | $4,411-42.9% | $6,688-62.4% |
| Admin fee / account holder | $5,274 | $10,250-48.5% | $8,285-36.3% | $13,397-60.6% |