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 7-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 | $112,475 | $159,602-29.5% | $150,045-25.0% | $142,382-21.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 15.52% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $10,394 | $4,961+109.5% | $4,693+121.5% | $4,299+141.8% |
| Participant deferral / active EE | $9,143 | $8,310+10.0% | $7,997+14.3% | $6,507+40.5% |
| Admin fee / account holder | $27,718 | $14,846+86.7% | $13,435+106.3% | $12,624+119.6% |