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 | $75,590 | $159,901-52.7% | $146,958-48.6% | $145,922-48.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 11.65% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,923 | $5,286+12.0% | $4,933+20.1% | $4,660+27.1% |
| Participant deferral / active EE | $12,155 | $8,428+44.2% | $8,070+50.6% | $6,688+81.7% |
| Admin fee / account holder | $4,662 | $15,044-69.0% | $12,998-64.1% | $13,397-65.2% |