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 | $30,567 | $98,750-69.0% | $149,696-79.6% | $79,858-61.7% |
| Participation rate | 57.4% | 75.8%-18.4pp | 82.5%-25.1pp | 69.6%-12.3pp |
| Annual return | 30.61% | 27.43%+3.2pp | 276.60%-246.0pp | 31.71%-1.1pp |
| Employer contribution / active EE | $816 | $3,216-74.6% | $4,644-82.4% | $2,471-67.0% |
| Participant deferral / active EE | $5,559 | $5,680-2.1% | $6,842-18.8% | $3,740+48.6% |
| Admin fee / account holder | $9,789 | $6,053+61.7% | $9,309+5.2% | $5,306+84.5% |