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 | $53,412 | $55,415-3.6% | $155,509-65.7% | $74,495-28.3% |
| Participation rate | 68.7% | 61.9%+6.8pp | 78.2%-9.5pp | 67.2%+1.5pp |
| Annual return | 15.61% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,136 | $2,267-49.9% | $4,672-75.7% | $2,623-56.7% |
| Participant deferral / active EE | $2,148 | $2,836-24.3% | $5,626-61.8% | $4,346-50.6% |
| Admin fee / account holder | $3,006 | $1,738+72.9% | $15,912-81.1% | $1,942+54.8% |