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 | $41,730 | $98,750-57.7% | $149,696-72.1% | $79,858-47.7% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.2pp |
| Annual return | 32.10% | 27.43%+4.7pp | 276.60%-244.5pp | 31.71%+0.4pp |
| Employer contribution / active EE | $3,291 | $3,216+2.3% | $4,644-29.1% | $2,471+33.2% |
| Participant deferral / active EE | $4,432 | $5,680-22.0% | $6,842-35.2% | $3,740+18.5% |
| Admin fee / account holder | $2,346 | $6,053-61.2% | $9,309-74.8% | $5,306-55.8% |