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 6-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 | $75,585 | $117,841-35.9% | $102,423-26.2% | $145,922-48.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.01% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,431 | $3,615-60.4% | $3,023-52.7% | $4,660-69.3% |
| Participant deferral / active EE | $9,563 | $5,731+66.9% | $5,053+89.3% | $6,688+43.0% |
| Admin fee / account holder | $12,710 | $13,326-4.6% | $9,451+34.5% | $13,397-5.1% |