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 | $99,076 | $114,381-13.4% | $107,525-7.9% | $142,382-30.4% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 20.53% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,453 | $4,015-63.8% | $3,754-61.3% | $4,299-66.2% |
| Participant deferral / active EE | $3,937 | $5,564-29.2% | $5,116-23.0% | $6,507-39.5% |
| Admin fee / account holder | $12,139 | $9,860+23.1% | $8,919+36.1% | $12,624-3.8% |