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 | $64,567 | $89,753-28.1% | $107,525-40.0% | $84,808-23.9% |
| Participation rate | 46.7% | 68.1%-21.4pp | 75.1%-28.4pp | 68.3%-21.6pp |
| Annual return | 21.26% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,141 | $3,113-63.3% | $3,754-69.6% | $2,631-56.6% |
| Participant deferral / active EE | $3,272 | $4,056-19.3% | $5,116-36.0% | $4,212-22.3% |
| Admin fee / account holder | $498 | $7,222-93.1% | $8,919-94.4% | $7,344-93.2% |