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 | $89,765 | $101,618-11.7% | $93,063-3.5% | $137,256-34.6% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 18.29% | 223.95%-205.7pp | 34.15%-15.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,271 | $2,707-53.1% | $2,476-48.7% | $4,156-69.4% |
| Participant deferral / active EE | $3,099 | $4,279-27.6% | $3,958-21.7% | $6,407-51.6% |
| Admin fee / account holder | $1,118 | $6,198-82.0% | $6,033-81.5% | $12,270-90.9% |