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 | $67,564 | $99,877-32.4% | $84,966-20.5% | $145,922-53.7% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.8pp | 80.3%-33.6pp |
| Annual return | 12.99% | 83.76%-70.8pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,020 | $3,231-37.5% | $2,727-25.9% | $4,660-56.6% |
| Participant deferral / active EE | $5,246 | $5,291-0.8% | $4,519+16.1% | $6,688-21.6% |
| Admin fee / account holder | $2,284 | $7,248-68.5% | $6,149-62.9% | $13,397-83.0% |