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 | $68,877 | $111,754-38.4% | $103,333-33.3% | $145,922-52.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.64% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,599 | $4,212+32.9% | $3,868+44.8% | $4,660+20.2% |
| Participant deferral / active EE | $9,202 | $5,619+63.8% | $5,057+81.9% | $6,688+37.6% |
| Admin fee / account holder | $892 | $9,750-90.8% | $8,355-89.3% | $13,397-93.3% |