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 | $41,933 | $86,286-51.4% | $111,297-62.3% | $85,850-51.2% |
| Participation rate | 69.8% | 73.3%-3.6pp | 77.3%-7.5pp | 69.3%+0.5pp |
| Annual return | 28.91% | 19.99%+8.9pp | 54.65%-25.7pp | 318.53%-289.6pp |
| Employer contribution / active EE | $2,056 | $2,043+0.6% | $2,731-24.7% | $2,565-19.9% |
| Participant deferral / active EE | $4,757 | $3,641+30.7% | $4,487+6.0% | $3,952+20.4% |
| Admin fee / account holder | $11,758 | $8,188+43.6% | $7,964+47.6% | $6,260+87.8% |