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 | $121,493 | $176,056-31.0% | $159,436-23.8% | $167,490-27.5% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 24.50% | 331.75%-307.2pp | 263.57%-239.1pp | 478.56%-454.1pp |
| Employer contribution / active EE | $1,516 | $5,297-71.4% | $4,829-68.6% | $4,837-68.7% |
| Participant deferral / active EE | $11,915 | $7,750+53.7% | $7,352+62.1% | $6,341+87.9% |
| Admin fee / account holder | $525 | $12,554-95.8% | $10,799-95.1% | $12,309-95.7% |