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 | $44,386 | $95,266-53.4% | $82,389-46.1% | $142,382-68.8% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.5%-0.8pp | 80.1%-11.4pp |
| Annual return | 16.62% | 25.74%-9.1pp | 28.67%-12.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,116 | $2,991-29.3% | $2,517-15.9% | $4,299-50.8% |
| Participant deferral / active EE | $6,114 | $4,809+27.1% | $4,155+47.2% | $6,507-6.0% |
| Admin fee / account holder | $1,160 | $8,563-86.5% | $7,231-84.0% | $12,624-90.8% |