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 | $69,496 | $111,754-37.8% | $103,333-32.7% | $145,922-52.4% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 10.03% | 24.77%-14.7pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,373 | $4,212-67.4% | $3,868-64.5% | $4,660-70.5% |
| Participant deferral / active EE | $2,298 | $5,619-59.1% | $5,057-54.6% | $6,688-65.6% |
| Admin fee / account holder | $9,340 | $9,750-4.2% | $8,355+11.8% | $13,397-30.3% |