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 | $158,004 | $214,378-26.3% | $200,582-21.2% | $142,382+11.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 13.27% | 46.41%-33.1pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,003 | $6,841-26.9% | $6,419-22.1% | $4,299+16.4% |
| Participant deferral / active EE | $14,029 | $9,865+42.2% | $9,331+50.3% | $6,507+115.6% |
| Admin fee / account holder | $679 | $17,692-96.2% | $16,305-95.8% | $12,624-94.6% |