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 | $72,218 | $154,117-53.1% | $129,995-44.4% | $139,434-48.2% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.5%-9.7pp | 80.3%-11.6pp |
| Annual return | 19.94% | 32.48%-12.5pp | -137.18%+157.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,653 | $5,289-49.8% | $4,320-38.6% | $4,751-44.2% |
| Participant deferral / active EE | $6,051 | $6,710-9.8% | $5,820+4.0% | $6,710-9.8% |
| Admin fee / account holder | $3,884 | $14,007-72.3% | $10,614-63.4% | $11,403-65.9% |