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 | $111,535-10.8% | $105,223-5.4% | $137,256-27.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 12.72% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,339 | $3,939+10.1% | $3,689+17.6% | $4,156+4.4% |
| Participant deferral / active EE | $10,119 | $5,500+84.0% | $5,072+99.5% | $6,407+57.9% |
| Admin fee / account holder | $19,159 | $9,721+97.1% | $8,859+116.3% | $12,270+56.1% |