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 | $159,602-58.5% | $150,045-55.9% | $142,382-53.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 28.87% | 70.24%-41.4pp | 62.55%-33.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $6,876 | $4,961+38.6% | $4,693+46.5% | $4,299+59.9% |
| Participant deferral / active EE | $7,762 | $8,310-6.6% | $7,997-2.9% | $6,507+19.3% |
| Admin fee / account holder | $5,836 | $14,846-60.7% | $13,435-56.6% | $12,624-53.8% |