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 | $95,125 | $48,230+97.2% | $67,502+40.9% | $80,856+17.6% |
| Participation rate | 62.2% | 66.4%-4.1pp | 72.9%-10.7pp | 67.6%-5.4pp |
| Annual return | 13.66% | 18.28%-4.6pp | 3512.12%-3498.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,672 | $2,020+180.8% | $2,731+107.7% | $2,755+105.9% |
| Participant deferral / active EE | $6,792 | $2,924+132.3% | $4,000+69.8% | $4,296+58.1% |
| Admin fee / account holder | $14,245 | $3,681+287.0% | $3,998+256.4% | $6,918+105.9% |