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 | $39,405 | $228,332-82.7% | $185,823-78.8% | $158,922-75.2% |
| Participation rate | 58.8% | 82.3%-23.5pp | 78.0%-19.2pp | 82.0%-23.1pp |
| Annual return | 26.47% | 40.80%-14.3pp | 35.95%-9.5pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,052 | $4,967-58.7% | $4,087-49.8% | $4,761-56.9% |
| Participant deferral / active EE | $5,017 | $6,415-21.8% | $5,632-10.9% | $5,982-16.1% |
| Admin fee / account holder | $1,115 | $11,864-90.6% | $9,500-88.3% | $11,246-90.1% |