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 | $156,505 | $217,402-28.0% | $185,823-15.8% | $167,490-6.6% |
| Participation rate | 46.7% | 86.0%-39.4pp | 81.7%-35.0pp | 82.1%-35.4pp |
| Annual return | 13.04% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,262 | $5,873-78.5% | $5,167-75.6% | $4,837-73.9% |
| Participant deferral / active EE | $3,895 | $6,356-38.7% | $5,568-30.0% | $6,341-38.6% |
| Admin fee / account holder | $3,370 | $19,811-83.0% | $16,237-79.2% | $12,309-72.6% |