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 9-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 | $89,107 | $179,726-50.4% | $156,263-43.0% | $142,382-37.4% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.9%-48.9pp | 80.1%-50.1pp |
| Annual return | 19.50% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,116 | $5,069-78.0% | $4,333-74.2% | $4,299-74.0% |
| Participant deferral / active EE | $2,672 | $6,956-61.6% | $6,158-56.6% | $6,507-58.9% |
| Admin fee / account holder | $4,287 | $17,272-75.2% | $14,255-69.9% | $12,624-66.0% |