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 8-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 | $34,309 | $157,256-78.2% | $141,162-75.7% | $152,861-77.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 72.41% | 64.32%+8.1pp | 71.39%+1.0pp | 345.32%-272.9pp |
| Employer contribution / active EE | $2,180 | $5,261-58.6% | $4,735-54.0% | $4,762-54.2% |
| Participant deferral / active EE | $9,235 | $7,109+29.9% | $6,709+37.7% | $5,850+57.9% |
| Admin fee / account holder | $4,525 | $12,120-62.7% | $10,261-55.9% | $11,596-61.0% |