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 | $23,341 | $89,355-73.9% | $141,162-83.5% | $72,985-68.0% |
| Participation rate | 69.7% | 75.1%-5.4pp | 82.5%-12.7pp | 69.5%+0.3pp |
| Annual return | 104.42% | 111.85%-7.4pp | 71.39%+33.0pp | 81.00%+23.4pp |
| Employer contribution / active EE | $2,354 | $3,114-24.4% | $4,735-50.3% | $2,440-3.5% |
| Participant deferral / active EE | $4,603 | $5,418-15.0% | $6,709-31.4% | $3,607+27.6% |
| Admin fee / account holder | $1,684 | $5,958-71.7% | $10,261-83.6% | $5,124-67.1% |