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 | $129,722 | $102,616+26.4% | $81,983+58.2% | $158,922-18.4% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.2%-29.2pp | 82.0%-42.0pp |
| Annual return | 21.16% | 61.04%-39.9pp | 41.31%-20.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,505 | $3,240-53.6% | $2,498-39.8% | $4,761-68.4% |
| Participant deferral / active EE | $10,500 | $4,648+125.9% | $3,722+182.1% | $5,982+75.5% |
| Admin fee / account holder | $457 | $8,235-94.5% | $5,664-91.9% | $11,246-95.9% |