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 | $77,692 | $118,450-34.4% | $98,439-21.1% | $139,434-44.3% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 18.91% | 18.94%0pp | 21.16%-2.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $13,547 | $3,609+275.3% | $3,048+344.5% | $4,751+185.2% |
| Participant deferral / active EE | $16,050 | $5,392+197.7% | $4,738+238.8% | $6,710+139.2% |
| Admin fee / account holder | $618 | $14,026-95.6% | $8,948-93.1% | $11,403-94.6% |