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 | $80,812-53.4% | $160,784-76.6% | $82,448-54.4% |
| Participation rate | 67.5% | 66.2%+1.3pp | 77.0%-9.5pp | 68.1%-0.6pp |
| Annual return | 18.91% | 100.59%-81.7pp | 1803.92%-1785.0pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,691 | $2,174+23.8% | $3,733-27.9% | $2,551+5.5% |
| Participant deferral / active EE | $4,231 | $4,335-2.4% | $6,293-32.8% | $4,139+2.2% |
| Admin fee / account holder | $1,557 | $7,695-79.8% | $9,717-84.0% | $7,234-78.5% |