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 | $70,042 | $95,561-26.7% | $77,163-9.2% | $139,434-49.8% |
| Participation rate | 62.5% | 73.9%-11.4pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 22.37% | 54.92%-32.5pp | 37.87%-15.5pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,152 | $3,147+0.2% | $2,535+24.4% | $4,751-33.7% |
| Participant deferral / active EE | $5,489 | $4,624+18.7% | $3,833+43.2% | $6,710-18.2% |
| Admin fee / account holder | $745 | $8,295-91.0% | $5,472-86.4% | $11,403-93.5% |