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 | $51,238 | $177,572-71.1% | $154,803-66.9% | $142,382-64.0% |
| Participation rate | 45.8% | 82.1%-36.2pp | 78.1%-32.2pp | 80.1%-34.3pp |
| Annual return | 18.92% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,060 | $4,810-78.0% | $4,305-75.4% | $4,299-75.3% |
| Participant deferral / active EE | $3,699 | $6,272-41.0% | $5,540-33.2% | $6,507-43.2% |
| Admin fee / account holder | $1,795 | $16,786-89.3% | $14,329-87.5% | $12,624-85.8% |