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 8-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 | $40,217 | $183,592-78.1% | $155,567-74.1% | $145,959-72.4% |
| Participation rate | 56.3% | 82.7%-26.4pp | 78.2%-21.9pp | 80.3%-24.0pp |
| Annual return | 11.50% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,137 | $5,315-78.6% | $4,674-75.7% | $4,661-75.6% |
| Participant deferral / active EE | $6,834 | $6,464+5.7% | $5,628+21.4% | $6,689+2.2% |
| Admin fee / account holder | $521 | $19,318-97.3% | $15,916-96.7% | $13,398-96.1% |