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 | $69,585 | $48,046+44.8% | $84,611-17.8% | $72,985-4.7% |
| Participation rate | 61.5% | 57.6%+4.0pp | 68.2%-6.7pp | 69.5%-7.9pp |
| Annual return | 23.61% | 37.38%-13.8pp | 258.74%-235.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,001 | $1,602+24.9% | $2,652-24.6% | $2,440-18.0% |
| Participant deferral / active EE | $4,391 | $2,680+63.8% | $3,899+12.6% | $3,607+21.7% |
| Admin fee / account holder | $2,422 | $3,395-28.7% | $4,912-50.7% | $5,124-52.7% |