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 | $60,136 | $150,197-60.0% | $120,368-50.0% | $145,959-58.8% |
| Participation rate | 64.3% | 78.8%-14.5pp | 71.9%-7.6pp | 80.3%-16.0pp |
| Annual return | 10.81% | 154.26%-143.5pp | 107.26%-96.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,889 | $4,350-56.6% | $3,465-45.5% | $4,661-59.5% |
| Participant deferral / active EE | $5,077 | $6,174-17.8% | $4,991+1.7% | $6,689-24.1% |
| Admin fee / account holder | $2,158 | $12,216-82.3% | $9,429-77.1% | $13,398-83.9% |