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 8-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 | $99,220 | $111,754-11.2% | $103,333-4.0% | $145,922-32.0% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 19.71% | 24.77%-5.1pp | 24.88%-5.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,139 | $4,212-73.0% | $3,868-70.6% | $4,660-75.6% |
| Participant deferral / active EE | $7,109 | $5,619+26.5% | $5,057+40.6% | $6,688+6.3% |
| Admin fee / account holder | $1,031 | $9,750-89.4% | $8,355-87.7% | $13,397-92.3% |