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 | $46,414 | $175,202-73.5% | $149,673-69.0% | $139,434-66.7% |
| Participation rate | 52.4% | 83.4%-31.0pp | 78.8%-26.4pp | 80.3%-27.9pp |
| Annual return | 18.60% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,584 | $5,474-71.1% | $4,818-67.1% | $4,751-66.7% |
| Participant deferral / active EE | $5,034 | $6,519-22.8% | $5,680-11.4% | $6,710-25.0% |
| Admin fee / account holder | $715 | $16,150-95.6% | $13,210-94.6% | $11,403-93.7% |