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 9-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 | $71,835 | $209,411-65.7% | $178,490-59.8% | $158,922-54.8% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 20.00% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,251 | $5,706-78.1% | $5,011-75.0% | $4,761-73.7% |
| Participant deferral / active EE | $3,945 | $5,954-33.7% | $5,202-24.2% | $5,982-34.0% |
| Admin fee / account holder | $2,923 | $17,074-82.9% | $13,984-79.1% | $11,246-74.0% |