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 | $41,083 | $115,882-64.5% | $100,516-59.1% | $158,922-74.1% |
| Participation rate | 53.8% | 81.6%-27.7pp | 79.4%-25.6pp | 82.0%-28.1pp |
| Annual return | 27.88% | 34.79%-6.9pp | 30.89%-3.0pp | 302.83%-274.9pp |
| Employer contribution / active EE | $4,121 | $4,103+0.4% | $3,418+20.6% | $4,761-13.4% |
| Participant deferral / active EE | $9,001 | $6,674+34.9% | $6,270+43.6% | $5,982+50.5% |
| Admin fee / account holder | $10,560 | $10,995-4.0% | $8,081+30.7% | $11,246-6.1% |