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 | $96,981 | $177,572-45.4% | $154,803-37.4% | $142,382-31.9% |
| Participation rate | 64.7% | 82.1%-17.3pp | 78.1%-13.4pp | 80.1%-15.4pp |
| Annual return | 22.13% | 65.07%-42.9pp | 58.88%-36.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,360 | $4,810-71.7% | $4,305-68.4% | $4,299-68.4% |
| Participant deferral / active EE | $6,330 | $6,272+0.9% | $5,540+14.3% | $6,507-2.7% |
| Admin fee / account holder | $556 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |