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 | $112,627 | $60,124+87.3% | $90,404+24.6% | $79,858+41.0% |
| Participation rate | 61.4% | 65.0%-3.6pp | 72.7%-11.3pp | 69.6%-8.2pp |
| Annual return | 11.61% | 71.94%-60.3pp | 1293.02%-1281.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,938 | $2,068-6.3% | $3,262-40.6% | $2,471-21.6% |
| Participant deferral / active EE | $3,700 | $2,938+25.9% | $3,963-6.6% | $3,740-1.1% |
| Admin fee / account holder | $4,621 | $3,976+16.2% | $5,611-17.6% | $5,306-12.9% |