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 | $87,210 | $210,408-58.6% | $153,485-43.2% | $145,922-40.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 15.79% | 13.37%+2.4pp | 15.65%+0.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,575 | $6,048-57.4% | $5,039-48.9% | $4,660-44.7% |
| Participant deferral / active EE | $9,125 | $7,975+14.4% | $6,757+35.0% | $6,688+36.4% |
| Admin fee / account holder | $1,941 | $19,419-90.0% | $12,724-84.7% | $13,397-85.5% |