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 | $34,095 | $60,124-43.3% | $90,404-62.3% | $79,858-57.3% |
| Participation rate | 48.4% | 65.0%-16.6pp | 72.7%-24.3pp | 69.6%-21.2pp |
| Annual return | 17.74% | 71.94%-54.2pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,079 | $2,068-47.8% | $3,262-66.9% | $2,471-56.3% |
| Participant deferral / active EE | $2,990 | $2,938+1.8% | $3,963-24.5% | $3,740-20.0% |
| Admin fee / account holder | $3,439 | $3,976-13.5% | $5,611-38.7% | $5,306-35.2% |