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 | $71,484 | $95,561-25.2% | $77,163-7.4% | $139,434-48.7% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 20.12% | 54.92%-34.8pp | 37.87%-17.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,408 | $3,147-55.3% | $2,535-44.5% | $4,751-70.4% |
| Participant deferral / active EE | $6,488 | $4,624+40.3% | $3,833+69.3% | $6,710-3.3% |
| Admin fee / account holder | $11,944 | $8,295+44.0% | $5,472+118.3% | $11,403+4.7% |