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 | $61,634 | $106,515-42.1% | $96,683-36.3% | $139,434-55.8% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 24.90% | 38.43%-13.5pp | 35.69%-10.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,041 | $4,103-74.6% | $3,737-72.1% | $4,751-78.1% |
| Participant deferral / active EE | $1,883 | $5,454-65.5% | $4,878-61.4% | $6,710-71.9% |
| Admin fee / account holder | $475 | $7,877-94.0% | $6,730-92.9% | $11,403-95.8% |