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 | $56,721 | $104,251-45.6% | $91,001-37.7% | $147,584-61.6% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 9.42% | 27.06%-17.6pp | 4.60%+4.8pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,453 | $3,116-21.3% | $2,456-0.1% | $4,876-49.7% |
| Participant deferral / active EE | $6,005 | $4,195+43.2% | $3,547+69.3% | $5,439+10.4% |
| Admin fee / account holder | $7,799 | $8,948-12.8% | $5,417+44.0% | $10,885-28.3% |