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 | $51,332 | $175,202-70.7% | $149,673-65.7% | $139,434-63.2% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 20.85% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,319 | $5,474-57.6% | $4,818-51.9% | $4,751-51.2% |
| Participant deferral / active EE | $4,953 | $6,519-24.0% | $5,680-12.8% | $6,710-26.2% |
| Admin fee / account holder | $2,784 | $16,150-82.8% | $13,210-78.9% | $11,403-75.6% |