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 | $77,633 | $111,724-30.5% | $93,606-17.1% | $145,922-46.8% |
| Participation rate | 69.6% | 74.2%-4.6pp | 68.7%+0.8pp | 80.3%-10.7pp |
| Annual return | 15.82% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,279 | $3,090+6.1% | $2,420+35.5% | $4,660-29.6% |
| Participant deferral / active EE | $7,745 | $4,912+57.7% | $4,411+75.6% | $6,688+15.8% |
| Admin fee / account holder | $2,438 | $10,250-76.2% | $8,285-70.6% | $13,397-81.8% |