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 | $31,978 | $202,432-84.2% | $169,368-81.1% | $139,434-77.1% |
| Participation rate | 68.8% | 81.1%-12.3pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 19.23% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,567 | $4,692-45.3% | $4,013-36.0% | $4,751-46.0% |
| Participant deferral / active EE | $5,956 | $6,938-14.2% | $6,221-4.3% | $6,710-11.2% |
| Admin fee / account holder | $938 | $10,708-91.2% | $9,003-89.6% | $11,403-91.8% |