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 | $35,261 | $227,553-84.5% | $189,557-81.4% | $167,490-78.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 7.98% | 78.40%-70.4pp | 64.17%-56.2pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,597 | $5,316-70.0% | $4,412-63.8% | $4,837-67.0% |
| Participant deferral / active EE | $10,132 | $7,002+44.7% | $6,174+64.1% | $6,341+59.8% |
| Admin fee / account holder | $3,009 | $11,878-74.7% | $9,807-69.3% | $12,309-75.6% |