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 | $113,430 | $201,272-43.6% | $184,203-38.4% | $145,922-22.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.14% | 29.00%-11.9pp | 28.81%-11.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,625 | $7,022-76.9% | $6,427-74.7% | $4,660-65.1% |
| Participant deferral / active EE | $7,925 | $9,806-19.2% | $9,131-13.2% | $6,688+18.5% |
| Admin fee / account holder | $2,429 | $16,364-85.2% | $13,901-82.5% | $13,397-81.9% |