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 | $23,717 | $103,376-77.1% | $87,100-72.8% | $152,861-84.5% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.9%-11.9pp | 82.4%-17.4pp |
| Annual return | 20.24% | 28.10%-7.9pp | 28.19%-8.0pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,837 | $3,220-43.0% | $2,521-27.2% | $4,762-61.4% |
| Participant deferral / active EE | $2,776 | $4,778-41.9% | $4,049-31.4% | $5,850-52.5% |
| Admin fee / account holder | $3,656 | $12,205-70.0% | $7,497-51.2% | $11,596-68.5% |