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 | $62,809 | $179,726-65.1% | $156,263-59.8% | $142,382-55.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 24.51% | 77.86%-53.3pp | 59.47%-35.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $5,548 | $5,069+9.4% | $4,333+28.0% | $4,299+29.1% |
| Participant deferral / active EE | $8,626 | $6,956+24.0% | $6,158+40.1% | $6,507+32.6% |
| Admin fee / account holder | $2,633 | $17,272-84.8% | $14,255-81.5% | $12,624-79.1% |