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 | $134,248 | $115,770+16.0% | $101,248+32.6% | $158,922-15.5% |
| Participation rate | 26.7% | 79.4%-52.7pp | 75.8%-49.1pp | 82.0%-55.3pp |
| Annual return | 13.05% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,757 | $4,175-57.9% | $3,660-52.0% | $4,761-63.1% |
| Participant deferral / active EE | $4,522 | $4,957-8.8% | $4,370+3.5% | $5,982-24.4% |
| Admin fee / account holder | $5,386 | $7,245-25.7% | $5,945-9.4% | $11,246-52.1% |