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 | $71,505 | $172,111-58.5% | $150,298-52.4% | $137,256-47.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 21.19% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,327 | $4,636-71.4% | $4,154-68.1% | $4,156-68.1% |
| Participant deferral / active EE | $4,698 | $6,166-23.8% | $5,453-13.8% | $6,407-26.7% |
| Admin fee / account holder | $802 | $16,471-95.1% | $14,116-94.3% | $12,270-93.5% |