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 | $47,539 | $78,422-39.4% | $95,952-50.5% | $79,858-40.5% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 25.56% | 19.37%+6.2pp | 91.61%-66.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,415 | $1,945+24.2% | $2,541-4.9% | $2,471-2.2% |
| Participant deferral / active EE | $5,164 | $3,440+50.1% | $4,167+23.9% | $3,740+38.1% |
| Admin fee / account holder | $301 | $5,622-94.6% | $6,795-95.6% | $5,306-94.3% |