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 6-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 | $69,458 | $111,814-37.9% | $93,654-25.8% | $145,959-52.4% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 11.97% | 203.30%-191.3pp | 133.34%-121.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,976 | $3,092-3.7% | $2,421+23.0% | $4,661-36.1% |
| Participant deferral / active EE | $7,466 | $4,914+51.9% | $4,413+69.2% | $6,689+11.6% |
| Admin fee / account holder | $2,805 | $10,246-72.6% | $8,282-66.1% | $13,398-79.1% |