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 | $108,665 | $108,919-0.2% | $100,391+8.2% | $145,922-25.5% |
| Participation rate | 62.5% | 82.9%-20.4pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 11.98% | 57.88%-45.9pp | 49.20%-37.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,736 | $4,419-38.1% | $3,942-30.6% | $4,660-41.3% |
| Participant deferral / active EE | $11,791 | $8,445+39.6% | $8,082+45.9% | $6,688+76.3% |
| Admin fee / account holder | $1,098 | $9,689-88.7% | $7,899-86.1% | $13,397-91.8% |