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 | $61,634 | $105,931-41.8% | $81,930-24.8% | $158,922-61.2% |
| Participation rate | 54.5% | 75.6%-21.1pp | 72.0%-17.4pp | 82.0%-27.4pp |
| Annual return | 15.35% | 38.17%-22.8pp | 29.49%-14.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,511 | $7,800-55.0% | $4,310-18.5% | $4,761-26.3% |
| Participant deferral / active EE | $6,466 | $13,003-50.3% | $7,107-9.0% | $5,982+8.1% |
| Admin fee / account holder | $2,541 | $8,489-70.1% | $5,158-50.7% | $11,246-77.4% |