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 | $95,555 | $112,096-14.8% | $95,952-0.4% | $158,922-39.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 12.27% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,201 | $3,198-62.5% | $2,541-52.7% | $4,761-74.8% |
| Participant deferral / active EE | $5,565 | $4,784+16.3% | $4,167+33.6% | $5,982-7.0% |
| Admin fee / account holder | $6,581 | $10,130-35.0% | $6,795-3.2% | $11,246-41.5% |