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 | $92,629 | $127,065-27.1% | $113,168-18.1% | $142,382-34.9% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 16.56% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,052 | $3,442-40.4% | $2,975-31.0% | $4,299-52.3% |
| Participant deferral / active EE | $3,528 | $5,716-38.3% | $5,107-30.9% | $6,507-45.8% |
| Admin fee / account holder | $493 | $15,736-96.9% | $12,068-95.9% | $12,624-96.1% |