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 | $159,864 | $171,164-6.6% | $127,761+25.1% | $152,861+4.6% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.0%-20.7pp | 82.4%-24.1pp |
| Annual return | 20.97% | 23.54%-2.6pp | 26.14%-5.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,823 | $5,447-66.5% | $4,574-60.1% | $4,762-61.7% |
| Participant deferral / active EE | $5,519 | $7,038-21.6% | $6,021-8.3% | $5,850-5.7% |
| Admin fee / account holder | $4,024 | $14,530-72.3% | $9,395-57.2% | $11,596-65.3% |