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 8-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 | $110,673 | $114,381-3.2% | $107,525+2.9% | $142,382-22.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 19.27% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,810 | $4,015+44.7% | $3,754+54.8% | $4,299+35.1% |
| Participant deferral / active EE | $15,811 | $5,564+184.2% | $5,116+209.1% | $6,507+143.0% |
| Admin fee / account holder | $16,098 | $9,860+63.3% | $8,919+80.5% | $12,624+27.5% |