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 | $111,504 | $177,572-37.2% | $154,803-28.0% | $142,382-21.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 27.51% | 65.07%-37.6pp | 58.88%-31.4pp | 217.08%-189.6pp |
| Employer contribution / active EE | $10,028 | $4,810+108.5% | $4,305+132.9% | $4,299+133.3% |
| Participant deferral / active EE | $3,899 | $6,272-37.8% | $5,540-29.6% | $6,507-40.1% |
| Admin fee / account holder | $410 | $16,786-97.6% | $14,329-97.1% | $12,624-96.8% |