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 | $41,404 | $176,056-76.5% | $159,436-74.0% | $167,490-75.3% |
| Participation rate | 55.0% | 84.9%-29.9pp | 82.8%-27.8pp | 82.1%-27.1pp |
| Annual return | 16.90% | 331.75%-314.8pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,363 | $5,297-55.4% | $4,829-51.1% | $4,837-51.2% |
| Participant deferral / active EE | $4,165 | $7,750-46.3% | $7,352-43.3% | $6,341-34.3% |
| Admin fee / account holder | $1,714 | $12,554-86.3% | $10,799-84.1% | $12,309-86.1% |