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 | $87,554 | $175,202-50.0% | $149,673-41.5% | $139,434-37.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.78% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,239 | $5,474-59.1% | $4,818-53.5% | $4,751-52.9% |
| Participant deferral / active EE | $8,006 | $6,519+22.8% | $5,680+41.0% | $6,710+19.3% |
| Admin fee / account holder | $2,223 | $16,150-86.2% | $13,210-83.2% | $11,403-80.5% |