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 | $28,541 | $157,256-81.9% | $141,162-79.8% | $152,861-81.3% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.4%-29.8pp |
| Annual return | 18.94% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,248 | $5,261-76.3% | $4,735-73.6% | $4,762-73.8% |
| Participant deferral / active EE | $3,048 | $7,109-57.1% | $6,709-54.6% | $5,850-47.9% |
| Admin fee / account holder | $1,276 | $12,120-89.5% | $10,261-87.6% | $11,596-89.0% |