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 | $49,966 | $99,985-50.0% | $146,665-65.9% | $85,850-41.8% |
| Participation rate | 51.5% | 73.1%-21.5pp | 80.1%-28.6pp | 69.3%-17.8pp |
| Annual return | 24.25% | 18.93%+5.3pp | 22.74%+1.5pp | 318.53%-294.3pp |
| Employer contribution / active EE | $1,500 | $2,559-41.4% | $4,136-63.7% | $2,565-41.5% |
| Participant deferral / active EE | $3,635 | $4,006-9.2% | $5,506-34.0% | $3,952-8.0% |
| Admin fee / account holder | $893 | $7,702-88.4% | $10,280-91.3% | $6,260-85.7% |