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 | $44,463 | $185,822-76.1% | $169,993-73.8% | $139,434-68.1% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 17.73% | 60.50%-42.8pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,721 | $7,590-77.3% | $6,785-74.6% | $4,751-63.8% |
| Participant deferral / active EE | $6,761 | $11,622-41.8% | $10,408-35.0% | $6,710+0.8% |
| Admin fee / account holder | $6,591 | $15,381-57.1% | $12,815-48.6% | $11,403-42.2% |