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 6-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 | $81,830 | $104,974-22.0% | $95,585-14.4% | $142,382-42.5% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 16.34% | 210.33%-194.0pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,383 | $2,779-50.2% | $2,527-45.3% | $4,299-67.8% |
| Participant deferral / active EE | $9,846 | $4,352+126.2% | $4,023+144.8% | $6,507+51.3% |
| Admin fee / account holder | $503 | $6,386-92.1% | $6,127-91.8% | $12,624-96.0% |