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 | $70,780 | $54,705+29.4% | $71,209-0.6% | $84,808-16.5% |
| Participation rate | 30.8% | 64.1%-33.3pp | 73.8%-43.0pp | 68.3%-37.5pp |
| Annual return | 18.14% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $881 | $2,158-59.2% | $2,721-67.6% | $2,631-66.5% |
| Participant deferral / active EE | $1,725 | $3,030-43.1% | $4,175-58.7% | $4,212-59.0% |
| Admin fee / account holder | $861 | $4,863-82.3% | $5,349-83.9% | $7,344-88.3% |