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 | $34,629 | $73,933-53.2% | $96,683-64.2% | $75,163-53.9% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 18.63% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,050 | $2,928+38.3% | $3,737+8.4% | $2,670+51.7% |
| Participant deferral / active EE | $6,008 | $3,659+64.2% | $4,878+23.2% | $4,125+45.7% |
| Admin fee / account holder | $4,408 | $5,216-15.5% | $6,730-34.5% | $5,651-22.0% |