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 | $40,259 | $133,922-69.9% | $116,228-65.4% | $142,382-71.7% |
| Participation rate | 68.4% | 77.9%-9.4pp | 74.6%-6.1pp | 80.1%-11.7pp |
| Annual return | 14.17% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,596 | $3,446-24.6% | $2,994-13.3% | $4,299-39.6% |
| Participant deferral / active EE | $5,730 | $5,672+1.0% | $4,953+15.7% | $6,507-11.9% |
| Admin fee / account holder | $3,101 | $14,945-79.2% | $11,989-74.1% | $12,624-75.4% |