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 | $44,962 | $56,053-19.8% | $75,972-40.8% | $80,856-44.4% |
| Participation rate | 54.5% | 62.0%-7.5pp | 69.1%-14.5pp | 67.6%-13.1pp |
| Annual return | 14.25% | 20.53%-6.3pp | 359.55%-345.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,811 | $1,874-3.4% | $2,685-32.6% | $2,755-34.3% |
| Participant deferral / active EE | $3,712 | $3,052+21.6% | $4,255-12.8% | $4,296-13.6% |
| Admin fee / account holder | $2,604 | $5,234-50.2% | $6,467-59.7% | $6,918-62.4% |