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 | $20,221 | $210,698-90.4% | $178,014-88.6% | $145,959-86.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 18.29% | 386.27%-368.0pp | 294.80%-276.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $2,987 | $4,567-34.6% | $3,950-24.4% | $4,661-35.9% |
| Participant deferral / active EE | $5,802 | $6,958-16.6% | $6,276-7.6% | $6,689-13.3% |
| Admin fee / account holder | $6,962 | $12,016-42.1% | $10,362-32.8% | $13,398-48.0% |