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 | $190,965 | $192,717-0.9% | $142,449+34.1% | $139,434+37.0% |
| Participation rate | 50.0% | 81.5%-31.5pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | 13.24% | 17.99%-4.8pp | 19.99%-6.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,541 | $5,806-73.5% | $4,847-68.2% | $4,751-67.6% |
| Participant deferral / active EE | $3,755 | $7,208-47.9% | $6,283-40.2% | $6,710-44.0% |
| Admin fee / account holder | $51,988 | $15,124+243.7% | $10,011+419.3% | $11,403+355.9% |