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 | $28,610 | $148,534-80.7% | $135,903-78.9% | $139,434-79.5% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 18.07% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,622 | $5,243-69.1% | $4,856-66.6% | $4,751-65.9% |
| Participant deferral / active EE | $5,946 | $8,100-26.6% | $7,758-23.4% | $6,710-11.4% |
| Admin fee / account holder | $306 | $12,400-97.5% | $10,762-97.2% | $11,403-97.3% |