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 | $87,098 | $133,922-35.0% | $116,228-25.1% | $142,382-38.8% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 20.52% | 147.76%-127.2pp | 90.06%-69.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,397 | $3,446-30.4% | $2,994-19.9% | $4,299-44.2% |
| Participant deferral / active EE | $7,045 | $5,672+24.2% | $4,953+42.2% | $6,507+8.3% |
| Admin fee / account holder | $1,376 | $14,945-90.8% | $11,989-88.5% | $12,624-89.1% |