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 | $34,938 | $210,648-83.4% | $177,989-80.4% | $145,922-76.1% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.4pp | 80.3%-16.6pp |
| Annual return | 12.59% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,847 | $4,565-59.5% | $3,949-53.2% | $4,660-60.4% |
| Participant deferral / active EE | $4,291 | $6,958-38.3% | $6,276-31.6% | $6,688-35.8% |
| Admin fee / account holder | $3,852 | $12,013-67.9% | $10,363-62.8% | $13,397-71.3% |