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 8-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 | $55,970 | $209,411-73.3% | $178,490-68.6% | $158,922-64.8% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 18.81% | 188.75%-169.9pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,692 | $5,706-70.4% | $5,011-66.2% | $4,761-64.5% |
| Participant deferral / active EE | $5,471 | $5,954-8.1% | $5,202+5.2% | $5,982-8.5% |
| Admin fee / account holder | $3,952 | $17,074-76.9% | $13,984-71.7% | $11,246-64.9% |