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 | $127,065-26.5% | $113,168-17.5% | $142,382-34.4% |
| Participation rate | 61.9% | 79.2%-17.3pp | 76.6%-14.7pp | 80.1%-18.2pp |
| Annual return | 41.13% | 24.03%+17.1pp | 24.27%+16.9pp | 217.08%-175.9pp |
| Employer contribution / active EE | $1,488 | $3,442-56.8% | $2,975-50.0% | $4,299-65.4% |
| Participant deferral / active EE | $3,703 | $5,716-35.2% | $5,107-27.5% | $6,507-43.1% |
| Admin fee / account holder | $4,146 | $15,736-73.7% | $12,068-65.6% | $12,624-67.2% |