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 7-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 | $88,505 | $106,515-16.9% | $96,683-8.5% | $139,434-36.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.52% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,524 | $4,103-38.5% | $3,737-32.5% | $4,751-46.9% |
| Participant deferral / active EE | $7,063 | $5,454+29.5% | $4,878+44.8% | $6,710+5.3% |
| Admin fee / account holder | $803 | $7,877-89.8% | $6,730-88.1% | $11,403-93.0% |