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 | $78,939 | $111,535-29.2% | $105,223-25.0% | $137,256-42.5% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 80.0%-25.0pp |
| Annual return | 15.16% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,544 | $3,939-35.4% | $3,689-31.0% | $4,156-38.8% |
| Participant deferral / active EE | $4,668 | $5,500-15.1% | $5,072-8.0% | $6,407-27.1% |
| Admin fee / account holder | $1,188 | $9,721-87.8% | $8,859-86.6% | $12,270-90.3% |