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 | $54,476 | $76,407-28.7% | $150,298-63.8% | $82,448-33.9% |
| Participation rate | 51.6% | 66.4%-14.8pp | 77.8%-26.1pp | 68.1%-16.5pp |
| Annual return | 20.71% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,455 | $2,614-44.3% | $4,154-65.0% | $2,551-43.0% |
| Participant deferral / active EE | $2,764 | $3,214-14.0% | $5,453-49.3% | $4,139-33.2% |
| Admin fee / account holder | $15,748 | $6,352+147.9% | $14,116+11.6% | $7,234+117.7% |