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 | $158,740 | $165,984-4.4% | $164,813-3.7% | $145,922+8.8% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 20.28% | 100.03%-79.8pp | 69.93%-49.7pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,061 | $5,273-60.9% | $4,341-52.5% | $4,660-55.8% |
| Participant deferral / active EE | $6,191 | $6,959-11.0% | $6,031+2.6% | $6,688-7.4% |
| Admin fee / account holder | $3,070 | $16,648-81.6% | $12,690-75.8% | $13,397-77.1% |