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 | $33,652 | $102,382-67.1% | $147,005-77.1% | $80,874-58.4% |
| Participation rate | 54.5% | 75.8%-21.3pp | 82.2%-27.6pp | 67.6%-13.1pp |
| Annual return | 16.19% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,725 | $3,715-53.6% | $4,934-65.0% | $2,756-37.4% |
| Participant deferral / active EE | $3,314 | $6,646-50.1% | $8,070-58.9% | $4,297-22.9% |
| Admin fee / account holder | $2,199 | $7,942-72.3% | $13,006-83.1% | $6,935-68.3% |