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 | $28,364 | $48,230-41.2% | $67,502-58.0% | $80,856-64.9% |
| Participation rate | 67.7% | 66.4%+1.4pp | 72.9%-5.1pp | 67.6%+0.1pp |
| Annual return | 12.63% | 18.28%-5.6pp | 3512.12%-3499.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,179 | $2,020+106.9% | $2,731+53.0% | $2,755+51.7% |
| Participant deferral / active EE | $4,696 | $2,924+60.6% | $4,000+17.4% | $4,296+9.3% |
| Admin fee / account holder | $655 | $3,681-82.2% | $3,998-83.6% | $6,918-90.5% |