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 | $66,198 | $154,228-57.1% | $145,433-54.5% | $137,256-51.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 28.87% | 74.59%-45.7pp | 66.58%-37.7pp | 220.34%-191.5pp |
| Employer contribution / active EE | $6,876 | $4,804+43.1% | $4,554+51.0% | $4,156+65.4% |
| Participant deferral / active EE | $7,762 | $8,216-5.5% | $7,897-1.7% | $6,407+21.1% |
| Admin fee / account holder | $5,836 | $14,344-59.3% | $13,129-55.5% | $12,270-52.4% |