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 8-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 | $100,550 | $115,770-13.1% | $101,248-0.7% | $158,922-36.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 28.05% | 56.14%-28.1pp | 46.47%-18.4pp | 302.83%-274.8pp |
| Employer contribution / active EE | $11,625 | $4,175+178.5% | $3,660+217.7% | $4,761+144.2% |
| Participant deferral / active EE | $13,305 | $4,957+168.4% | $4,370+204.5% | $5,982+122.4% |
| Admin fee / account holder | $483 | $7,245-93.3% | $5,945-91.9% | $11,246-95.7% |