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 | $39,066 | $159,602-75.5% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 22.90% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,067 | $4,961-18.0% | $4,693-13.3% | $4,299-5.4% |
| Participant deferral / active EE | $10,805 | $8,310+30.0% | $7,997+35.1% | $6,507+66.0% |
| Admin fee / account holder | $6,616 | $14,846-55.4% | $13,435-50.8% | $12,624-47.6% |