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 | $23,044 | $165,335-86.1% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 44.90% | 348.15%-303.2pp | 276.60%-231.7pp | 302.83%-257.9pp |
| Employer contribution / active EE | $1,664 | $5,103-67.4% | $4,644-64.2% | $4,761-65.0% |
| Participant deferral / active EE | $6,742 | $7,181-6.1% | $6,842-1.5% | $5,982+12.7% |
| Admin fee / account holder | $342 | $10,807-96.8% | $9,309-96.3% | $11,246-97.0% |