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 | $68,675 | $99,921-31.3% | $85,009-19.2% | $145,959-52.9% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | 12.61% | 83.89%-71.3pp | 66.47%-53.9pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,318 | $3,233-28.3% | $2,728-15.0% | $4,661-50.3% |
| Participant deferral / active EE | $3,648 | $5,293-31.1% | $4,522-19.3% | $6,689-45.5% |
| Admin fee / account holder | $5,041 | $7,252-30.5% | $6,153-18.1% | $13,398-62.4% |