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 | $56,244 | $115,770-51.4% | $101,248-44.4% | $158,922-64.6% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.8%-20.8pp | 82.0%-27.0pp |
| Annual return | 17.71% | 56.14%-38.4pp | 46.47%-28.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,212 | $4,175-47.0% | $3,660-39.6% | $4,761-53.5% |
| Participant deferral / active EE | $6,256 | $4,957+26.2% | $4,370+43.1% | $5,982+4.6% |
| Admin fee / account holder | $2,207 | $7,245-69.5% | $5,945-62.9% | $11,246-80.4% |