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 | $80,079 | $210,648-62.0% | $177,989-55.0% | $145,922-45.1% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 23.94% | 385.86%-361.9pp | 294.48%-270.5pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,162 | $4,565-52.6% | $3,949-45.3% | $4,660-53.6% |
| Participant deferral / active EE | $6,559 | $6,958-5.7% | $6,276+4.5% | $6,688-1.9% |
| Admin fee / account holder | $2,203 | $12,013-81.7% | $10,363-78.7% | $13,397-83.6% |