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 | $55,077 | $109,327-49.6% | $89,391-38.4% | $158,922-65.3% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.0%-53.7pp | 82.0%-67.7pp |
| Annual return | 25.30% | 345.68%-320.4pp | 245.62%-220.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $547 | $3,170-82.7% | $2,586-78.8% | $4,761-88.5% |
| Participant deferral / active EE | $3,054 | $4,598-33.6% | $3,890-21.5% | $5,982-49.0% |
| Admin fee / account holder | $688 | $6,153-88.8% | $4,881-85.9% | $11,246-93.9% |