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 | $25,945 | $54,701-52.6% | $86,188-69.9% | $71,457-63.7% |
| Participation rate | 66.4% | 60.1%+6.2pp | 69.0%-2.6pp | 67.9%-1.6pp |
| Annual return | 23.16% | 20.06%+3.1pp | 1168.45%-1145.3pp | 28.85%-5.7pp |
| Employer contribution / active EE | $2,379 | $1,265+88.1% | $2,3800% | $2,588-8.1% |
| Participant deferral / active EE | $5,555 | $3,108+78.7% | $3,985+39.4% | $4,289+29.5% |
| Admin fee / account holder | $1,991 | $1,922+3.6% | $6,852-70.9% | $1,587+25.4% |