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 | $86,105 | $165,335-47.9% | $149,696-42.5% | $158,922-45.8% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 9.18% | 348.15%-339.0pp | 276.60%-267.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,700 | $5,103-66.7% | $4,644-63.4% | $4,761-64.3% |
| Participant deferral / active EE | $3,097 | $7,181-56.9% | $6,842-54.7% | $5,982-48.2% |
| Admin fee / account holder | $32,335 | $10,807+199.2% | $9,309+247.4% | $11,246+187.5% |