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 | $81,323 | $154,117-47.2% | $129,995-37.4% | $139,434-41.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 17.41% | 32.48%-15.1pp | -137.18%+154.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,808 | $5,289-46.9% | $4,320-35.0% | $4,751-40.9% |
| Participant deferral / active EE | $6,694 | $6,710-0.2% | $5,820+15.0% | $6,710-0.2% |
| Admin fee / account holder | $356 | $14,007-97.5% | $10,614-96.7% | $11,403-96.9% |