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 | $99,522 | $114,381-13.0% | $107,525-7.4% | $142,382-30.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 12.72% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,339 | $4,015+8.1% | $3,754+15.6% | $4,299+0.9% |
| Participant deferral / active EE | $10,119 | $5,564+81.9% | $5,116+97.8% | $6,507+55.5% |
| Admin fee / account holder | $19,159 | $9,860+94.3% | $8,919+114.8% | $12,624+51.8% |