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 | $93,385 | $124,425-24.9% | $112,040-16.7% | $137,256-32.0% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.5%-14.6pp | 80.0%-18.1pp |
| Annual return | 41.13% | 24.72%+16.4pp | 24.52%+16.6pp | 220.34%-179.2pp |
| Employer contribution / active EE | $1,488 | $3,411-56.4% | $2,954-49.6% | $4,156-64.2% |
| Participant deferral / active EE | $3,703 | $5,718-35.2% | $5,098-27.4% | $6,407-42.2% |
| Admin fee / account holder | $4,146 | $15,207-72.7% | $12,098-65.7% | $12,270-66.2% |