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 | $109,695 | $51,638+112.4% | $68,368+60.4% | $82,448+33.0% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 25.37% | 37.53%-12.2pp | 292.57%-267.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $1,399 | $2,047-31.6% | $2,649-47.2% | $2,551-45.2% |
| Participant deferral / active EE | $3,622 | $2,914+24.3% | $4,123-12.1% | $4,139-12.5% |
| Admin fee / account holder | $2,003 | $4,643-56.9% | $5,150-61.1% | $7,234-72.3% |