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 | $71,309 | $112,881-36.8% | $90,951-21.6% | $158,922-55.1% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 21.76% | 215.79%-194.0pp | 134.60%-112.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,021 | $2,893-30.2% | $2,122-4.8% | $4,761-57.6% |
| Participant deferral / active EE | $4,382 | $4,128+6.2% | $3,373+29.9% | $5,982-26.7% |
| Admin fee / account holder | $1,212 | $8,041-84.9% | $5,959-79.7% | $11,246-89.2% |