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 | $83,663 | $185,822-55.0% | $169,993-50.8% | $139,434-40.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 13.16% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,094 | $7,590-46.1% | $6,785-39.7% | $4,751-13.8% |
| Participant deferral / active EE | $9,787 | $11,622-15.8% | $10,408-6.0% | $6,710+45.9% |
| Admin fee / account holder | $372 | $15,381-97.6% | $12,815-97.1% | $11,403-96.7% |