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 6-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 | $86,191 | $81,625+5.6% | $167,512-48.5% | $74,304+16.0% |
| Participation rate | 47.2% | 60.0%-12.8pp | 77.1%-29.8pp | 60.3%-13.1pp |
| Annual return | 48.84% | 26.09%+22.7pp | 1615.79%-1567.0pp | 29.43%+19.4pp |
| Employer contribution / active EE | $1,890 | $2,010-6.0% | $3,882-51.3% | $2,241-15.7% |
| Participant deferral / active EE | $4,443 | $4,115+8.0% | $6,405-30.6% | $3,767+17.9% |
| Admin fee / account holder | $4,315 | $3,474+24.2% | $9,769-55.8% | $2,969+45.3% |