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 | $131,222 | $177,572-26.1% | $154,803-15.2% | $142,382-7.8% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 26.95% | 65.07%-38.1pp | 58.88%-31.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,545 | $4,810-47.1% | $4,305-40.9% | $4,299-40.8% |
| Participant deferral / active EE | $5,531 | $6,272-11.8% | $5,540-0.2% | $6,507-15.0% |
| Admin fee / account holder | $3,902 | $16,786-76.8% | $14,329-72.8% | $12,624-69.1% |