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 | $75,031 | $110,261-32.0% | $95,745-21.6% | $139,434-46.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 19.39% | 27.11%-7.7pp | 28.35%-9.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,418 | $3,257-56.5% | $2,835-50.0% | $4,751-70.2% |
| Participant deferral / active EE | $9,913 | $4,676+112.0% | $4,245+133.5% | $6,710+47.7% |
| Admin fee / account holder | $337 | $6,613-94.9% | $5,678-94.1% | $11,403-97.0% |