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 | $45,373 | $157,256-71.1% | $141,162-67.9% | $152,861-70.3% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.0pp | 82.4%-14.0pp |
| Annual return | 26.54% | 64.32%-37.8pp | 71.39%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,027 | $5,261-61.5% | $4,735-57.2% | $4,762-57.4% |
| Participant deferral / active EE | $3,522 | $7,109-50.5% | $6,709-47.5% | $5,850-39.8% |
| Admin fee / account holder | $2,168 | $12,120-82.1% | $10,261-78.9% | $11,596-81.3% |