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 | $138,651 | $177,572-21.9% | $154,803-10.4% | $142,382-2.6% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 32.46% | 65.07%-32.6pp | 58.88%-26.4pp | 217.08%-184.6pp |
| Employer contribution / active EE | $3,822 | $4,810-20.5% | $4,305-11.2% | $4,299-11.1% |
| Participant deferral / active EE | $2,248 | $6,272-64.2% | $5,540-59.4% | $6,507-65.5% |
| Admin fee / account holder | $1,018 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |