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 | $32,754 | $98,750-66.8% | $149,696-78.1% | $79,858-59.0% |
| Participation rate | 52.6% | 75.8%-23.1pp | 82.5%-29.8pp | 69.6%-17.0pp |
| Annual return | 19.11% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,880 | $3,216-41.6% | $4,644-59.5% | $2,471-23.9% |
| Participant deferral / active EE | $3,657 | $5,680-35.6% | $6,842-46.5% | $3,740-2.2% |
| Admin fee / account holder | $5,986 | $6,053-1.1% | $9,309-35.7% | $5,306+12.8% |