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 | $52,523 | $77,314-32.1% | $177,989-70.5% | $80,856-35.0% |
| Participation rate | 38.9% | 65.7%-26.8pp | 77.1%-38.2pp | 67.6%-28.7pp |
| Annual return | 12.20% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,159 | $2,292-49.4% | $3,949-70.6% | $2,755-57.9% |
| Participant deferral / active EE | $2,797 | $4,411-36.6% | $6,276-55.4% | $4,296-34.9% |
| Admin fee / account holder | $9,639 | $7,191+34.0% | $10,363-7.0% | $6,918+39.3% |