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 | $48,591 | $65,561-25.9% | $86,188-43.6% | $75,163-35.4% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 15.99% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.6pp |
| Employer contribution / active EE | $801 | $1,553-48.4% | $2,380-66.4% | $2,670-70.0% |
| Participant deferral / active EE | $2,368 | $3,024-21.7% | $3,985-40.6% | $4,125-42.6% |
| Admin fee / account holder | $536 | $5,474-90.2% | $6,852-92.2% | $5,651-90.5% |