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 | $112,708 | $117,841-4.4% | $102,423+10.0% | $145,922-22.8% |
| Participation rate | 61.5% | 78.6%-17.0pp | 76.5%-15.0pp | 80.3%-18.7pp |
| Annual return | 13.45% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,441 | $3,615-4.8% | $3,023+13.8% | $4,660-26.2% |
| Participant deferral / active EE | $11,564 | $5,731+101.8% | $5,053+128.9% | $6,688+72.9% |
| Admin fee / account holder | $3,811 | $13,326-71.4% | $9,451-59.7% | $13,397-71.6% |