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 | $53,409 | $65,409-18.3% | $98,442-45.7% | $85,850-37.8% |
| Participation rate | 68.4% | 65.0%+3.4pp | 73.3%-4.9pp | 69.3%-0.9pp |
| Annual return | 14.71% | 21.76%-7.0pp | 1492.73%-1478.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,711 | $2,168+25.0% | $2,960-8.4% | $2,565+5.7% |
| Participant deferral / active EE | $5,476 | $3,166+72.9% | $4,276+28.0% | $3,952+38.6% |
| Admin fee / account holder | $2,424 | $4,593-47.2% | $5,949-59.3% | $6,260-61.3% |