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 | $96,767 | $175,202-44.8% | $149,673-35.3% | $139,434-30.6% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.5pp | 80.3%-15.1pp |
| Annual return | 14.99% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,567 | $5,474-71.4% | $4,818-67.5% | $4,751-67.0% |
| Participant deferral / active EE | $4,475 | $6,519-31.3% | $5,680-21.2% | $6,710-33.3% |
| Admin fee / account holder | $540 | $16,150-96.7% | $13,210-95.9% | $11,403-95.3% |