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 | $79,842 | $177,572-55.0% | $154,803-48.4% | $142,382-43.9% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.1%-16.5pp | 80.1%-18.6pp |
| Annual return | 14.42% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,759 | $4,810-42.6% | $4,305-35.9% | $4,299-35.8% |
| Participant deferral / active EE | $4,398 | $6,272-29.9% | $5,540-20.6% | $6,507-32.4% |
| Admin fee / account holder | $438 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |