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 | $70,002 | $185,822-62.3% | $169,993-58.8% | $139,434-49.8% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 16.63% | 60.50%-43.9pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,676 | $7,590-77.9% | $6,785-75.3% | $4,751-64.7% |
| Participant deferral / active EE | $8,363 | $11,622-28.0% | $10,408-19.6% | $6,710+24.6% |
| Admin fee / account holder | $992 | $15,381-93.6% | $12,815-92.3% | $11,403-91.3% |