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 | $36,570 | $89,355-59.1% | $141,162-74.1% | $72,985-49.9% |
| Participation rate | 53.3% | 75.1%-21.8pp | 82.5%-29.1pp | 69.5%-16.2pp |
| Annual return | 25.95% | 111.85%-85.9pp | 71.39%-45.4pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,756 | $3,114-11.5% | $4,735-41.8% | $2,440+13.0% |
| Participant deferral / active EE | $3,855 | $5,418-28.9% | $6,709-42.5% | $3,607+6.9% |
| Admin fee / account holder | $523 | $5,958-91.2% | $10,261-94.9% | $5,124-89.8% |