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 | $40,314 | $154,228-73.9% | $145,433-72.3% | $137,256-70.6% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 80.0%-20.9pp |
| Annual return | 21.43% | 74.59%-53.2pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,906 | $4,804-60.3% | $4,554-58.2% | $4,156-54.1% |
| Participant deferral / active EE | $2,854 | $8,216-65.3% | $7,897-63.9% | $6,407-55.5% |
| Admin fee / account holder | $13,063 | $14,344-8.9% | $13,129-0.5% | $12,270+6.5% |