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 | $44,817 | $88,672-49.5% | $105,223-57.4% | $82,448-45.6% |
| Participation rate | 58.8% | 67.9%-9.1pp | 75.0%-16.2pp | 68.1%-9.2pp |
| Annual return | 16.09% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,590 | $3,048-15.0% | $3,689-29.8% | $2,551+1.5% |
| Participant deferral / active EE | $4,905 | $4,036+21.5% | $5,072-3.3% | $4,139+18.5% |
| Admin fee / account holder | $2,540 | $7,146-64.4% | $8,859-71.3% | $7,234-64.9% |