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 | $63,292 | $183,519-65.5% | $155,509-59.3% | $145,922-56.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.03% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,975 | $5,313-62.8% | $4,672-57.7% | $4,660-57.6% |
| Participant deferral / active EE | $4,841 | $6,462-25.1% | $5,626-14.0% | $6,688-27.6% |
| Admin fee / account holder | $357 | $19,313-98.2% | $15,912-97.8% | $13,397-97.3% |