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 | $67,766 | $159,934-57.6% | $147,005-53.9% | $145,959-53.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.61% | 98.24%-85.6pp | 418.76%-406.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,135 | $5,287-40.7% | $4,934-36.5% | $4,661-32.7% |
| Participant deferral / active EE | $5,782 | $8,427-31.4% | $8,070-28.3% | $6,689-13.5% |
| Admin fee / account holder | $12,947 | $15,053-14.0% | $13,006-0.5% | $13,398-3.4% |