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 | $100,737 | $111,535-9.7% | $105,223-4.3% | $137,256-26.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 19.00% | 237.85%-218.9pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,580 | $3,939-59.9% | $3,689-57.2% | $4,156-62.0% |
| Participant deferral / active EE | $3,327 | $5,500-39.5% | $5,072-34.4% | $6,407-48.1% |
| Admin fee / account holder | $3,817 | $9,721-60.7% | $8,859-56.9% | $12,270-68.9% |