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 | $63,374 | $158,398-60.0% | $126,539-49.9% | $142,382-55.5% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 16.86% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $954 | $4,650-79.5% | $3,674-74.0% | $4,299-77.8% |
| Participant deferral / active EE | $2,600 | $4,767-45.5% | $4,083-36.3% | $6,507-60.0% |
| Admin fee / account holder | $1,158 | $6,918-83.3% | $6,065-80.9% | $12,624-90.8% |