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 | $197,455 | $214,378-7.9% | $200,582-1.6% | $142,382+38.7% |
| Participation rate | 58.3% | 87.4%-29.1pp | 86.9%-28.6pp | 80.1%-21.8pp |
| Annual return | 17.34% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,287 | $6,841-8.1% | $6,419-2.1% | $4,299+46.2% |
| Participant deferral / active EE | $13,283 | $9,865+34.7% | $9,331+42.4% | $6,507+104.1% |
| Admin fee / account holder | $8,856 | $17,692-49.9% | $16,305-45.7% | $12,624-29.8% |