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 | $97,200 | $159,602-39.1% | $150,045-35.2% | $142,382-31.7% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.3%-29.0pp | 80.1%-26.8pp |
| Annual return | 14.95% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,528 | $4,961-49.0% | $4,693-46.1% | $4,299-41.2% |
| Participant deferral / active EE | $5,693 | $8,310-31.5% | $7,997-28.8% | $6,507-12.5% |
| Admin fee / account holder | $1,052 | $14,846-92.9% | $13,435-92.2% | $12,624-91.7% |