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 | $108,815 | $124,425-12.5% | $112,040-2.9% | $137,256-20.7% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.5%-11.3pp | 80.0%-14.7pp |
| Annual return | 15.45% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $919 | $3,411-73.1% | $2,954-68.9% | $4,156-77.9% |
| Participant deferral / active EE | $9,607 | $5,718+68.0% | $5,098+88.5% | $6,407+50.0% |
| Admin fee / account holder | $7,121 | $15,207-53.2% | $12,098-41.1% | $12,270-42.0% |