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 6-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 | $128,907 | $159,602-19.2% | $150,045-14.1% | $142,382-9.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 16.91% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,167 | $4,961-36.2% | $4,693-32.5% | $4,299-26.3% |
| Participant deferral / active EE | $9,010 | $8,310+8.4% | $7,997+12.7% | $6,507+38.5% |
| Admin fee / account holder | $1,353 | $14,846-90.9% | $13,435-89.9% | $12,624-89.3% |