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 | $108,698 | $99,079+9.7% | $77,999+39.4% | $273,961-60.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 7.36% | 217.93%-210.6pp | 425.96%-418.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,002 | $3,308-69.7% | $2,470-59.4% | $4,869-79.4% |
| Participant deferral / active EE | $4,168 | $4,306-3.2% | $3,497+19.2% | $5,287-21.2% |
| Admin fee / account holder | $1,589 | $8,954-82.3% | $5,480-71.0% | $10,132-84.3% |