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 | $210,432 | $111,814+88.2% | $103,374+103.6% | $145,959+44.2% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 13.63% | 24.77%-11.1pp | 24.89%-11.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,247 | $4,214-70.4% | $3,869-67.8% | $4,661-73.2% |
| Participant deferral / active EE | $3,575 | $5,618-36.4% | $5,058-29.3% | $6,689-46.6% |
| Admin fee / account holder | $3,299 | $9,754-66.2% | $8,394-60.7% | $13,398-75.4% |