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 7-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 | $91,724 | $97,744-6.2% | $103,476-11.4% | $145,922-37.1% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.8pp | 80.3%-13.6pp |
| Annual return | 12.58% | 25.41%-12.8pp | 23.90%-11.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,327 | $4,677-28.9% | $4,672-28.8% | $4,660-28.6% |
| Participant deferral / active EE | $8,788 | $6,603+33.1% | $6,623+32.7% | $6,688+31.4% |
| Admin fee / account holder | $10,555 | $12,515-15.7% | $9,413+12.1% | $13,397-21.2% |