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 | $100,673 | $226,064-55.5% | $182,532-44.8% | $152,861-34.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 21.62% | 192.51%-170.9pp | 148.54%-126.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,453 | $4,978-70.8% | $4,076-64.3% | $4,762-69.5% |
| Participant deferral / active EE | $2,038 | $6,368-68.0% | $5,524-63.1% | $5,850-65.2% |
| Admin fee / account holder | $2,897 | $10,703-72.9% | $8,592-66.3% | $11,596-75.0% |