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 | $29,311 | $105,181-72.1% | $159,436-81.6% | $85,850-65.9% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.8%-17.9pp | 69.3%-4.4pp |
| Annual return | 17.99% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $3,081 | $3,318-7.1% | $4,829-36.2% | $2,565+20.1% |
| Participant deferral / active EE | $7,901 | $5,945+32.9% | $7,352+7.5% | $3,952+99.9% |
| Admin fee / account holder | $1,996 | $6,933-71.2% | $10,799-81.5% | $6,260-68.1% |