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 | $40,207 | $148,534-72.9% | $135,903-70.4% | $139,434-71.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 19.48% | 79.19%-59.7pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,501 | $5,243-33.2% | $4,856-27.9% | $4,751-26.3% |
| Participant deferral / active EE | $7,004 | $8,100-13.5% | $7,758-9.7% | $6,710+4.4% |
| Admin fee / account holder | $496 | $12,400-96.0% | $10,762-95.4% | $11,403-95.6% |