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 | $44,380 | $77,730-42.9% | $70,164-36.7% | $139,434-68.2% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.8%-12.2pp | 80.3%-13.7pp |
| Annual return | 20.59% | 18.98%+1.6pp | 18.87%+1.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,173 | $4,990-36.4% | $4,287-26.0% | $4,751-33.2% |
| Participant deferral / active EE | $6,243 | $6,448-3.2% | $5,395+15.7% | $6,710-7.0% |
| Admin fee / account holder | $1,469 | $5,368-72.6% | $4,561-67.8% | $11,403-87.1% |