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 | $26,140 | $165,335-84.2% | $149,696-82.5% | $158,922-83.6% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 92.92% | 348.15%-255.2pp | 276.60%-183.7pp | 302.83%-209.9pp |
| Employer contribution / active EE | $1,952 | $5,103-61.8% | $4,644-58.0% | $4,761-59.0% |
| Participant deferral / active EE | $3,489 | $7,181-51.4% | $6,842-49.0% | $5,982-41.7% |
| Admin fee / account holder | $541 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |