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 | $34,672 | $107,934-67.9% | $91,989-62.3% | $152,861-77.3% |
| Participation rate | 55.6% | 81.2%-25.6pp | 78.6%-23.1pp | 82.4%-26.9pp |
| Annual return | 22.12% | 89.24%-67.1pp | 69.02%-46.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,512 | $4,210-16.6% | $3,452+1.7% | $4,762-26.2% |
| Participant deferral / active EE | $8,556 | $6,364+34.4% | $5,923+44.5% | $5,850+46.3% |
| Admin fee / account holder | $2,794 | $10,520-73.4% | $7,743-63.9% | $11,596-75.9% |