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 | $86,275 | $183,592-53.0% | $155,567-44.5% | $145,959-40.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 31.48% | 61.24%-29.8pp | 64.74%-33.3pp | 561.95%-530.5pp |
| Employer contribution / active EE | $3,425 | $5,315-35.6% | $4,674-26.7% | $4,661-26.5% |
| Participant deferral / active EE | $6,029 | $6,464-6.7% | $5,628+7.1% | $6,689-9.9% |
| Admin fee / account holder | $652 | $19,318-96.6% | $15,916-95.9% | $13,398-95.1% |