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 | $106,924 | $185,822-42.5% | $169,993-37.1% | $139,434-23.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 27.03% | 60.50%-33.5pp | 53.37%-26.3pp | 372.94%-345.9pp |
| Employer contribution / active EE | $3,453 | $7,590-54.5% | $6,785-49.1% | $4,751-27.3% |
| Participant deferral / active EE | $6,617 | $11,622-43.1% | $10,408-36.4% | $6,710-1.4% |
| Admin fee / account holder | $1,495 | $15,381-90.3% | $12,815-88.3% | $11,403-86.9% |