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 9-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 | $82,427 | $209,411-60.6% | $178,490-53.8% | $158,922-48.1% |
| Participation rate | 56.3% | 86.3%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 18.22% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,308 | $5,706-59.6% | $5,011-53.9% | $4,761-51.5% |
| Participant deferral / active EE | $4,479 | $5,954-24.8% | $5,202-13.9% | $5,982-25.1% |
| Admin fee / account holder | $4,717 | $17,074-72.4% | $13,984-66.3% | $11,246-58.1% |