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 7-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 | $69,270 | $118,450-41.5% | $98,439-29.6% | $139,434-50.3% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 23.21% | 18.94%+4.3pp | 21.16%+2.1pp | 372.94%-349.7pp |
| Employer contribution / active EE | $10,232 | $3,609+183.5% | $3,048+235.7% | $4,751+115.4% |
| Participant deferral / active EE | $15,000 | $5,392+178.2% | $4,738+216.6% | $6,710+123.5% |
| Admin fee / account holder | $502 | $14,026-96.4% | $8,948-94.4% | $11,403-95.6% |