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 | $76,462 | $89,753-14.8% | $107,525-28.9% | $84,808-9.8% |
| Participation rate | 57.5% | 68.1%-10.6pp | 75.1%-17.6pp | 68.3%-10.8pp |
| Annual return | 20.03% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $6,388 | $3,113+105.2% | $3,754+70.2% | $2,631+142.8% |
| Participant deferral / active EE | $2,080 | $4,056-48.7% | $5,116-59.3% | $4,212-50.6% |
| Admin fee / account holder | $799 | $7,222-88.9% | $8,919-91.0% | $7,344-89.1% |