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 | $89,753-50.1% | $107,525-58.3% | $84,808-47.2% |
| Participation rate | 58.8% | 68.1%-9.2pp | 75.1%-16.3pp | 68.3%-9.5pp |
| Annual return | 16.09% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,590 | $3,113-16.8% | $3,754-31.0% | $2,631-1.5% |
| Participant deferral / active EE | $4,905 | $4,056+20.9% | $5,116-4.1% | $4,212+16.5% |
| Admin fee / account holder | $2,540 | $7,222-64.8% | $8,919-71.5% | $7,344-65.4% |