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 | $29,604 | $176,056-83.2% | $159,436-81.4% | $167,490-82.3% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 14.51% | 331.75%-317.2pp | 263.57%-249.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,655 | $5,297-12.1% | $4,829-3.6% | $4,837-3.8% |
| Participant deferral / active EE | $7,571 | $7,750-2.3% | $7,352+3.0% | $6,341+19.4% |
| Admin fee / account holder | $9,847 | $12,554-21.6% | $10,799-8.8% | $12,309-20.0% |