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 | $56,037 | $148,534-62.3% | $135,903-58.8% | $139,434-59.8% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.5pp | 80.3%-44.0pp |
| Annual return | 14.90% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,918 | $5,243-63.4% | $4,856-60.5% | $4,751-59.6% |
| Participant deferral / active EE | $4,486 | $8,100-44.6% | $7,758-42.2% | $6,710-33.2% |
| Admin fee / account holder | $762 | $12,400-93.9% | $10,762-92.9% | $11,403-93.3% |