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 | $40,457 | $183,963-78.0% | $162,163-75.1% | $152,861-73.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 19.85% | 150.76%-130.9pp | 115.59%-95.7pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,654 | $6,371-58.3% | $5,614-52.7% | $4,762-44.3% |
| Participant deferral / active EE | $8,370 | $8,034+4.2% | $7,298+14.7% | $5,850+43.1% |
| Admin fee / account holder | $3,814 | $13,121-70.9% | $10,843-64.8% | $11,596-67.1% |