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 | $79,423 | $104,974-24.3% | $95,585-16.9% | $142,382-44.2% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 18.13% | 210.33%-192.2pp | 38.56%-20.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,145 | $2,779-58.8% | $2,527-54.7% | $4,299-73.4% |
| Participant deferral / active EE | $1,335 | $4,352-69.3% | $4,023-66.8% | $6,507-79.5% |
| Admin fee / account holder | $334 | $6,386-94.8% | $6,127-94.6% | $12,624-97.4% |