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 8-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 | $34,955 | $102,317-65.8% | $146,958-76.2% | $80,856-56.8% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.2%-12.3pp | 67.6%+2.2pp |
| Annual return | 19.23% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,697 | $3,713-0.4% | $4,933-25.1% | $2,755+34.2% |
| Participant deferral / active EE | $9,088 | $6,644+36.8% | $8,070+12.6% | $4,296+111.5% |
| Admin fee / account holder | $4,224 | $7,941-46.8% | $12,998-67.5% | $6,918-38.9% |