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 | $52,844 | $99,957-47.1% | $149,696-64.7% | $73,488-28.1% |
| Participation rate | 62.6% | 75.7%-13.1pp | 82.5%-19.9pp | 70.7%-8.1pp |
| Annual return | 24.15% | 53.87%-29.7pp | 276.60%-252.5pp | 28.51%-4.4pp |
| Employer contribution / active EE | $1,604 | $3,191-49.7% | $4,644-65.5% | $2,270-29.4% |
| Participant deferral / active EE | $4,014 | $6,073-33.9% | $6,842-41.3% | $3,740+7.3% |
| Admin fee / account holder | $873 | $551+58.6% | $9,309-90.6% | $513+70.2% |