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 6-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 | $70,001 | $104,974-33.3% | $95,585-26.8% | $142,382-50.8% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 15.79% | 210.33%-194.5pp | 38.56%-22.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,454 | $2,779-47.7% | $2,527-42.4% | $4,299-66.2% |
| Participant deferral / active EE | $5,885 | $4,352+35.2% | $4,023+46.3% | $6,507-9.6% |
| Admin fee / account holder | $1,980 | $6,386-69.0% | $6,127-67.7% | $12,624-84.3% |