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 | $122,191 | $114,381+6.8% | $107,525+13.6% | $142,382-14.2% |
| Participation rate | 30.8% | 78.1%-47.4pp | 75.1%-44.3pp | 80.1%-49.4pp |
| Annual return | 18.01% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,586 | $4,015-60.5% | $3,754-57.8% | $4,299-63.1% |
| Participant deferral / active EE | $4,278 | $5,564-23.1% | $5,116-16.4% | $6,507-34.3% |
| Admin fee / account holder | $3,717 | $9,860-62.3% | $8,919-58.3% | $12,624-70.6% |