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 | $85,958 | $117,841-27.1% | $102,423-16.1% | $145,922-41.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.20% | 31.65%-21.5pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,804 | $3,615-22.4% | $3,023-7.2% | $4,660-39.8% |
| Participant deferral / active EE | $6,075 | $5,731+6.0% | $5,053+20.2% | $6,688-9.2% |
| Admin fee / account holder | $14,781 | $13,326+10.9% | $9,451+56.4% | $13,397+10.3% |