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 | $40,303 | $228,332-82.3% | $185,823-78.3% | $158,922-74.6% |
| Participation rate | 69.2% | 82.3%-13.1pp | 78.0%-8.8pp | 82.0%-12.7pp |
| Annual return | 17.40% | 40.80%-23.4pp | 35.95%-18.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,683 | $4,967-46.0% | $4,087-34.4% | $4,761-43.6% |
| Participant deferral / active EE | $10,494 | $6,415+63.6% | $5,632+86.3% | $5,982+75.4% |
| Admin fee / account holder | $7,827 | $11,864-34.0% | $9,500-17.6% | $11,246-30.4% |