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 8-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 | $112,202 | $228,332-50.9% | $185,823-39.6% | $158,922-29.4% |
| Participation rate | 61.1% | 82.3%-21.2pp | 78.0%-16.9pp | 82.0%-20.8pp |
| Annual return | 16.92% | 40.80%-23.9pp | 35.95%-19.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,428 | $4,967-71.3% | $4,087-65.1% | $4,761-70.0% |
| Participant deferral / active EE | $4,390 | $6,415-31.6% | $5,632-22.1% | $5,982-26.6% |
| Admin fee / account holder | $668 | $11,864-94.4% | $9,500-93.0% | $11,246-94.1% |