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 | $89,597 | $159,901-44.0% | $146,958-39.0% | $145,922-38.6% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 12.88% | 98.13%-85.2pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,592 | $5,286-51.0% | $4,933-47.5% | $4,660-44.4% |
| Participant deferral / active EE | $5,822 | $8,428-30.9% | $8,070-27.9% | $6,688-12.9% |
| Admin fee / account holder | $329 | $15,044-97.8% | $12,998-97.5% | $13,397-97.5% |