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 9-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 | $70,988 | $227,553-68.8% | $189,557-62.6% | $167,490-57.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 18.07% | 78.40%-60.3pp | 64.17%-46.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,565 | $5,316-70.6% | $4,412-64.5% | $4,837-67.6% |
| Participant deferral / active EE | $4,828 | $7,002-31.0% | $6,174-21.8% | $6,341-23.9% |
| Admin fee / account holder | $686 | $11,878-94.2% | $9,807-93.0% | $12,309-94.4% |