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 | $30,083 | $175,202-82.8% | $149,673-79.9% | $139,434-78.4% |
| Participation rate | 34.8% | 83.4%-48.6pp | 78.8%-44.0pp | 80.3%-45.5pp |
| Annual return | 20.57% | 166.71%-146.1pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,557 | $5,474-71.6% | $4,818-67.7% | $4,751-67.2% |
| Participant deferral / active EE | $3,008 | $6,519-53.9% | $5,680-47.0% | $6,710-55.2% |
| Admin fee / account holder | $1,373 | $16,150-91.5% | $13,210-89.6% | $11,403-88.0% |