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 | $31,173 | $175,202-82.2% | $149,673-79.2% | $139,434-77.6% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 27.51% | 166.71%-139.2pp | 134.42%-106.9pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,636 | $5,474-70.1% | $4,818-66.0% | $4,751-65.6% |
| Participant deferral / active EE | $4,356 | $6,519-33.2% | $5,680-23.3% | $6,710-35.1% |
| Admin fee / account holder | $1,361 | $16,150-91.6% | $13,210-89.7% | $11,403-88.1% |