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 | $80,243 | $63,346+26.7% | $92,233-13.0% | $70,131+14.4% |
| Participation rate | 54.2% | 68.7%-14.5pp | 76.5%-22.3pp | 69.5%-15.4pp |
| Annual return | 15.66% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $917 | $2,471-62.9% | $3,679-75.1% | $2,342-60.9% |
| Participant deferral / active EE | $2,044 | $2,854-28.4% | $3,897-47.6% | $3,332-38.7% |
| Admin fee / account holder | $1,353 | $3,840-64.8% | $5,194-73.9% | $4,645-70.9% |