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 | $66,590 | $73,933-9.9% | $96,683-31.1% | $75,163-11.4% |
| Participation rate | 60.9% | 66.4%-5.6pp | 74.3%-13.5pp | 67.2%-6.3pp |
| Annual return | 29.99% | 26.70%+3.3pp | 35.69%-5.7pp | 160.62%-130.6pp |
| Employer contribution / active EE | $2,521 | $2,928-13.9% | $3,737-32.5% | $2,670-5.6% |
| Participant deferral / active EE | $6,625 | $3,659+81.1% | $4,878+35.8% | $4,125+60.6% |
| Admin fee / account holder | $3,436 | $5,216-34.1% | $6,730-48.9% | $5,651-39.2% |