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 | $37,634 | $83,902-55.1% | $167,512-77.5% | $84,808-55.6% |
| Participation rate | 67.5% | 66.5%+1.0pp | 77.1%-9.6pp | 68.3%-0.8pp |
| Annual return | 18.91% | 91.55%-72.6pp | 1615.79%-1596.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,691 | $2,264+18.9% | $3,882-30.7% | $2,631+2.3% |
| Participant deferral / active EE | $4,231 | $4,442-4.8% | $6,405-33.9% | $4,212+0.5% |
| Admin fee / account holder | $1,557 | $7,915-80.3% | $9,769-84.1% | $7,344-78.8% |