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 6-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 | $68,669 | $202,432-66.1% | $169,368-59.5% | $139,434-50.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.59% | 531.74%-512.2pp | 405.60%-386.0pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,598 | $4,692-65.9% | $4,013-60.2% | $4,751-66.4% |
| Participant deferral / active EE | $7,005 | $6,938+1.0% | $6,221+12.6% | $6,710+4.4% |
| Admin fee / account holder | $1,706 | $10,708-84.1% | $9,003-81.1% | $11,403-85.0% |