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 | $32,541 | $227,553-85.7% | $189,557-82.8% | $167,490-80.6% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 9.71% | 78.40%-68.7pp | 64.17%-54.5pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,395 | $5,316-73.8% | $4,412-68.4% | $4,837-71.2% |
| Participant deferral / active EE | $2,750 | $7,002-60.7% | $6,174-55.5% | $6,341-56.6% |
| Admin fee / account holder | $721 | $11,878-93.9% | $9,807-92.6% | $12,309-94.1% |