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 | $32,835 | $72,492-54.7% | $87,100-62.3% | $72,985-55.0% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 63.53% | 24.46%+39.1pp | 28.19%+35.3pp | 81.00%-17.5pp |
| Employer contribution / active EE | $1,218 | $1,894-35.7% | $2,521-51.7% | $2,440-50.1% |
| Participant deferral / active EE | $2,796 | $3,270-14.5% | $4,049-30.9% | $3,607-22.5% |
| Admin fee / account holder | $437 | $5,055-91.4% | $7,497-94.2% | $5,124-91.5% |