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 | $76,643 | $111,754-31.4% | $103,333-25.8% | $145,922-47.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 13.03% | 24.77%-11.7pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,342 | $4,212-44.4% | $3,868-39.5% | $4,660-49.7% |
| Participant deferral / active EE | $6,753 | $5,619+20.2% | $5,057+33.5% | $6,688+1.0% |
| Admin fee / account holder | $448 | $9,750-95.4% | $8,355-94.6% | $13,397-96.7% |