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 | $81,212 | $111,535-27.2% | $105,223-22.8% | $137,256-40.8% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 16.94% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,256 | $3,939-68.1% | $3,689-66.0% | $4,156-69.8% |
| Participant deferral / active EE | $3,860 | $5,500-29.8% | $5,072-23.9% | $6,407-39.8% |
| Admin fee / account holder | $11,388 | $9,721+17.1% | $8,859+28.5% | $12,270-7.2% |