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 | $44,135 | $173,340-74.5% | $136,007-67.5% | $145,959-69.8% |
| Participation rate | 60.0% | 80.5%-20.5pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 21.44% | 1163.32%-1141.9pp | 579.32%-557.9pp | 561.95%-540.5pp |
| Employer contribution / active EE | $6,529 | $5,275+23.8% | $4,215+54.9% | $4,661+40.1% |
| Participant deferral / active EE | $8,504 | $8,699-2.2% | $7,024+21.1% | $6,689+27.1% |
| Admin fee / account holder | $13,182 | $9,954+32.4% | $6,858+92.2% | $13,398-1.6% |