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 | $69,309 | $165,335-58.1% | $149,696-53.7% | $158,922-56.4% |
| Participation rate | 65.2% | 84.6%-19.4pp | 82.5%-17.3pp | 82.0%-16.7pp |
| Annual return | 15.56% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,358 | $5,103-73.4% | $4,644-70.8% | $4,761-71.5% |
| Participant deferral / active EE | $7,069 | $7,181-1.6% | $6,842+3.3% | $5,982+18.2% |
| Admin fee / account holder | $13,826 | $10,807+27.9% | $9,309+48.5% | $11,246+22.9% |