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 | $90,308 | $154,228-41.4% | $145,433-37.9% | $137,256-34.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 93.62% | 74.59%+19.0pp | 66.58%+27.0pp | 220.34%-126.7pp |
| Employer contribution / active EE | $981 | $4,804-79.6% | $4,554-78.5% | $4,156-76.4% |
| Participant deferral / active EE | $5,318 | $8,216-35.3% | $7,897-32.7% | $6,407-17.0% |
| Admin fee / account holder | $815 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |