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 | $126,762 | $176,377-28.1% | $134,143-5.5% | $158,922-20.2% |
| Participation rate | 57.9% | 78.7%-20.8pp | 72.2%-14.3pp | 82.0%-24.1pp |
| Annual return | 10.11% | 63.63%-53.5pp | 36.33%-26.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,437 | $5,040-51.6% | $3,704-34.2% | $4,761-48.8% |
| Participant deferral / active EE | $7,249 | $4,091+77.2% | $3,499+107.2% | $5,982+21.2% |
| Admin fee / account holder | $23,212 | $8,718+166.3% | $6,684+247.3% | $11,246+106.4% |