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 | $42,855 | $124,425-65.6% | $112,040-61.8% | $137,256-68.8% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 15.90% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,864 | $3,411+13.3% | $2,954+30.8% | $4,156-7.0% |
| Participant deferral / active EE | $8,810 | $5,718+54.1% | $5,098+72.8% | $6,407+37.5% |
| Admin fee / account holder | $733 | $15,207-95.2% | $12,098-93.9% | $12,270-94.0% |