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 | $80,527 | $214,378-62.4% | $200,582-59.9% | $142,382-43.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 13.88% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,254 | $6,841-52.4% | $6,419-49.3% | $4,299-24.3% |
| Participant deferral / active EE | $7,181 | $9,865-27.2% | $9,331-23.0% | $6,507+10.4% |
| Admin fee / account holder | $690 | $17,692-96.1% | $16,305-95.8% | $12,624-94.5% |