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 | $39,285 | $100,773-61.0% | $88,946-55.8% | $142,382-72.4% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.8%-24.4pp | 80.1%-35.7pp |
| Annual return | 20.61% | 70.18%-49.6pp | 57.82%-37.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,712 | $2,918-41.3% | $2,555-33.0% | $4,299-60.2% |
| Participant deferral / active EE | $5,635 | $5,230+7.7% | $4,581+23.0% | $6,507-13.4% |
| Admin fee / account holder | $1,993 | $9,693-79.4% | $8,261-75.9% | $12,624-84.2% |