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 | $47,505 | $77,419-38.6% | $69,455-31.6% | $152,861-68.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 31.60% | 39.06%-7.5pp | 28.97%+2.6pp | 345.32%-313.7pp |
| Employer contribution / active EE | $829 | $3,315-75.0% | $2,779-70.2% | $4,762-82.6% |
| Participant deferral / active EE | $8,907 | $4,414+101.8% | $3,535+151.9% | $5,850+52.3% |
| Admin fee / account holder | $352 | $6,207-94.3% | $3,839-90.8% | $11,596-97.0% |