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 | $91,326 | $114,381-20.2% | $107,525-15.1% | $142,382-35.9% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.1%-16.3pp | 80.1%-21.3pp |
| Annual return | 16.23% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,136 | $4,015-46.8% | $3,754-43.1% | $4,299-50.3% |
| Participant deferral / active EE | $5,604 | $5,564+0.7% | $5,116+9.5% | $6,507-13.9% |
| Admin fee / account holder | $1,111 | $9,860-88.7% | $8,919-87.5% | $12,624-91.2% |