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 | $77,076 | $227,553-66.1% | $189,557-59.3% | $167,490-54.0% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 11.08% | 78.40%-67.3pp | 64.17%-53.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,265 | $5,316-76.2% | $4,412-71.3% | $4,837-73.8% |
| Participant deferral / active EE | $6,371 | $7,002-9.0% | $6,174+3.2% | $6,341+0.5% |
| Admin fee / account holder | $971 | $11,878-91.8% | $9,807-90.1% | $12,309-92.1% |