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 | $30,807 | $127,777-75.9% | $106,548-71.1% | $167,490-81.6% |
| Participation rate | 53.3% | 78.3%-24.9pp | 76.1%-22.8pp | 82.1%-28.8pp |
| Annual return | 12.52% | 33.87%-21.4pp | 26.80%-14.3pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,301 | $3,427-62.0% | $2,819-53.9% | $4,837-73.1% |
| Participant deferral / active EE | $2,352 | $5,087-53.8% | $4,398-46.5% | $6,341-62.9% |
| Admin fee / account holder | $2,443 | $11,228-78.2% | $7,407-67.0% | $12,309-80.1% |