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 8-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 | $86,925 | $100,773-13.7% | $88,946-2.3% | $142,382-38.9% |
| Participation rate | 55.0% | 74.3%-19.3pp | 68.8%-13.8pp | 80.1%-25.1pp |
| Annual return | 12.49% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,117 | $2,918-27.4% | $2,555-17.1% | $4,299-50.7% |
| Participant deferral / active EE | $5,460 | $5,230+4.4% | $4,581+19.2% | $6,507-16.1% |
| Admin fee / account holder | $8,093 | $9,693-16.5% | $8,261-2.0% | $12,624-35.9% |