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 | $42,130 | $179,726-76.6% | $156,263-73.0% | $142,382-70.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 18.16% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,036 | $5,069-59.8% | $4,333-53.0% | $4,299-52.6% |
| Participant deferral / active EE | $4,431 | $6,956-36.3% | $6,158-28.0% | $6,507-31.9% |
| Admin fee / account holder | $509 | $17,272-97.1% | $14,255-96.4% | $12,624-96.0% |