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 | $47,780 | $105,181-54.6% | $159,436-70.0% | $85,850-44.3% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.8%-23.6pp | 69.3%-10.1pp |
| Annual return | 14.78% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,220 | $3,318-33.1% | $4,829-54.0% | $2,565-13.5% |
| Participant deferral / active EE | $3,967 | $5,945-33.3% | $7,352-46.0% | $3,952+0.4% |
| Admin fee / account holder | $1,767 | $6,933-74.5% | $10,799-83.6% | $6,260-71.8% |