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 | $66,932 | $85,006-21.3% | $76,190-12.2% | $145,922-54.1% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.3%-12.6pp | 80.3%-13.6pp |
| Annual return | 16.67% | 13.11%+3.6pp | 13.78%+2.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,517 | $5,265-33.2% | $4,578-23.2% | $4,660-24.5% |
| Participant deferral / active EE | $6,753 | $6,392+5.6% | $5,474+23.4% | $6,688+1.0% |
| Admin fee / account holder | $4,460 | $5,760-22.6% | $5,123-12.9% | $13,397-66.7% |