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 | $49,624 | $106,515-53.4% | $96,683-48.7% | $139,434-64.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.85% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,607 | $4,103-60.8% | $3,737-57.0% | $4,751-66.2% |
| Participant deferral / active EE | $2,377 | $5,454-56.4% | $4,878-51.3% | $6,710-64.6% |
| Admin fee / account holder | $6,504 | $7,877-17.4% | $6,730-3.4% | $11,403-43.0% |