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 | $92,187 | $102,382-10.0% | $147,005-37.3% | $80,874+14.0% |
| Participation rate | 51.1% | 75.8%-24.7pp | 82.2%-31.0pp | 67.6%-16.5pp |
| Annual return | 23.96% | 134.89%-110.9pp | 418.76%-394.8pp | 35.62%-11.7pp |
| Employer contribution / active EE | $2,806 | $3,715-24.5% | $4,934-43.1% | $2,756+1.8% |
| Participant deferral / active EE | $5,518 | $6,646-17.0% | $8,070-31.6% | $4,297+28.4% |
| Admin fee / account holder | $1,730 | $7,942-78.2% | $13,006-86.7% | $6,935-75.1% |