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 | $80,543 | $97,125-17.1% | $86,233-6.6% | $137,256-41.3% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.0%-14.5pp | 80.0%-25.4pp |
| Annual return | 18.48% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,601 | $2,841-8.4% | $2,504+3.9% | $4,156-37.4% |
| Participant deferral / active EE | $4,320 | $5,180-16.6% | $4,559-5.3% | $6,407-32.6% |
| Admin fee / account holder | $18,007 | $9,725+85.2% | $8,342+115.9% | $12,270+46.8% |