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 | $79,944 | $179,726-55.5% | $156,263-48.8% | $142,382-43.9% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.9%-25.1pp | 80.1%-26.3pp |
| Annual return | 17.46% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,239 | $5,069-55.8% | $4,333-48.3% | $4,299-47.9% |
| Participant deferral / active EE | $5,561 | $6,956-20.1% | $6,158-9.7% | $6,507-14.5% |
| Admin fee / account holder | $7,785 | $17,272-54.9% | $14,255-45.4% | $12,624-38.3% |