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 | $119,135 | $159,602-25.4% | $150,045-20.6% | $142,382-16.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 21.66% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,370 | $4,961-32.1% | $4,693-28.2% | $4,299-21.6% |
| Participant deferral / active EE | $10,837 | $8,310+30.4% | $7,997+35.5% | $6,507+66.5% |
| Admin fee / account holder | $455 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |