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 | $76,851 | $179,726-57.2% | $156,263-50.8% | $142,382-46.0% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 14.95% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,353 | $5,069-33.9% | $4,333-22.6% | $4,299-22.0% |
| Participant deferral / active EE | $5,394 | $6,956-22.5% | $6,158-12.4% | $6,507-17.1% |
| Admin fee / account holder | $1,370 | $17,272-92.1% | $14,255-90.4% | $12,624-89.2% |