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 | $25,503 | $176,056-85.5% | $159,436-84.0% | $167,490-84.8% |
| Participation rate | 53.8% | 84.9%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 27.44% | 331.75%-304.3pp | 263.57%-236.1pp | 478.56%-451.1pp |
| Employer contribution / active EE | $1,349 | $5,297-74.5% | $4,829-72.1% | $4,837-72.1% |
| Participant deferral / active EE | $5,968 | $7,750-23.0% | $7,352-18.8% | $6,341-5.9% |
| Admin fee / account holder | $1,050 | $12,554-91.6% | $10,799-90.3% | $12,309-91.5% |