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 | $97,139 | $100,773-3.6% | $88,946+9.2% | $142,382-31.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 12.26% | 70.18%-57.9pp | 57.82%-45.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $610 | $2,918-79.1% | $2,555-76.1% | $4,299-85.8% |
| Participant deferral / active EE | $14,513 | $5,230+177.5% | $4,581+216.8% | $6,507+123.0% |
| Admin fee / account holder | $1,923 | $9,693-80.2% | $8,261-76.7% | $12,624-84.8% |