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 | $70,739 | $192,717-63.3% | $142,449-50.3% | $139,434-49.3% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 15.63% | 17.99%-2.4pp | 19.99%-4.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $6,479 | $5,806+11.6% | $4,847+33.7% | $4,751+36.4% |
| Participant deferral / active EE | $16,018 | $7,208+122.2% | $6,283+154.9% | $6,710+138.7% |
| Admin fee / account holder | $16,878 | $15,124+11.6% | $10,011+68.6% | $11,403+48.0% |