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 8-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 | $106,328 | $159,901-33.5% | $146,958-27.6% | $145,922-27.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 17.58% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,510 | $5,286-52.5% | $4,933-49.1% | $4,660-46.1% |
| Participant deferral / active EE | $4,715 | $8,428-44.1% | $8,070-41.6% | $6,688-29.5% |
| Admin fee / account holder | $11,395 | $15,044-24.3% | $12,998-12.3% | $13,397-14.9% |