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 | $21,126 | $84,233-74.9% | $170,442-87.6% | $70,131-69.9% |
| Participation rate | 47.8% | 70.8%-23.0pp | 83.6%-35.8pp | 69.5%-21.7pp |
| Annual return | 22.62% | 23.06%-0.4pp | 205.93%-183.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,575 | $3,387-53.5% | $5,433-71.0% | $2,342-32.8% |
| Participant deferral / active EE | $3,016 | $3,086-2.2% | $4,939-38.9% | $3,332-9.5% |
| Admin fee / account holder | $448 | $5,698-92.1% | $13,880-96.8% | $4,645-90.4% |