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 | $42,373 | $157,256-73.1% | $141,162-70.0% | $152,861-72.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 27.49% | 64.32%-36.8pp | 71.39%-43.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,412 | $5,261-73.2% | $4,735-70.2% | $4,762-70.4% |
| Participant deferral / active EE | $8,598 | $7,109+20.9% | $6,709+28.2% | $5,850+47.0% |
| Admin fee / account holder | $2,226 | $12,120-81.6% | $10,261-78.3% | $11,596-80.8% |