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 | $59,906 | $98,750-39.3% | $149,696-60.0% | $79,858-25.0% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.5%-12.7pp | 69.6%+0.2pp |
| Annual return | 24.71% | 27.43%-2.7pp | 276.60%-251.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $3,291 | $3,216+2.3% | $4,644-29.1% | $2,471+33.2% |
| Participant deferral / active EE | $8,442 | $5,680+48.6% | $6,842+23.4% | $3,740+125.7% |
| Admin fee / account holder | $1,668 | $6,053-72.4% | $9,309-82.1% | $5,306-68.6% |