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 | $36,101 | $74,888-51.8% | $71,209-49.3% | $142,382-74.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 27.45% | 345.14%-317.7pp | 282.51%-255.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $1,621 | $2,854-43.2% | $2,721-40.4% | $4,299-62.3% |
| Participant deferral / active EE | $5,232 | $4,454+17.5% | $4,175+25.3% | $6,507-19.6% |
| Admin fee / account holder | $957 | $5,568-82.8% | $5,349-82.1% | $12,624-92.4% |