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 | $104,233 | $115,882-10.1% | $100,516+3.7% | $158,922-34.4% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 19.59% | 34.79%-15.2pp | 30.89%-11.3pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,164 | $4,103-47.3% | $3,418-36.7% | $4,761-54.5% |
| Participant deferral / active EE | $12,227 | $6,674+83.2% | $6,270+95.0% | $5,982+104.4% |
| Admin fee / account holder | $744 | $10,995-93.2% | $8,081-90.8% | $11,246-93.4% |