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 6-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 | $104,492 | $177,572-41.2% | $154,803-32.5% | $142,382-26.6% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.1%-16.5pp | 80.1%-18.6pp |
| Annual return | 44.66% | 65.07%-20.4pp | 58.88%-14.2pp | 217.08%-172.4pp |
| Employer contribution / active EE | $7,297 | $4,810+51.7% | $4,305+69.5% | $4,299+69.7% |
| Participant deferral / active EE | $4,263 | $6,272-32.0% | $5,540-23.1% | $6,507-34.5% |
| Admin fee / account holder | $1,672 | $16,786-90.0% | $14,329-88.3% | $12,624-86.8% |