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 | $75,516 | $124,281-39.2% | $109,143-30.8% | $167,490-54.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 12.78% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,630 | $4,207-37.5% | $3,722-29.3% | $4,837-45.6% |
| Participant deferral / active EE | $5,269 | $5,255+0.3% | $4,653+13.2% | $6,341-16.9% |
| Admin fee / account holder | $2,048 | $7,970-74.3% | $6,752-69.7% | $12,309-83.4% |