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 9-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 | $72,749 | $118,849-38.8% | $96,562-24.7% | $167,490-56.6% |
| Participation rate | 63.6% | 75.5%-11.8pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 16.96% | 50.49%-33.5pp | 37.78%-20.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,769 | $3,120-11.2% | $2,356+17.5% | $4,837-42.8% |
| Participant deferral / active EE | $8,105 | $4,616+75.6% | $3,849+110.6% | $6,341+27.8% |
| Admin fee / account holder | $4,070 | $8,065-49.5% | $6,181-34.1% | $12,309-66.9% |