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 | $49,552 | $64,839-23.6% | $95,585-48.2% | $84,808-41.6% |
| Participation rate | 57.7% | 63.8%-6.1pp | 72.1%-14.4pp | 68.3%-10.6pp |
| Annual return | 44.46% | -670.96%+715.4pp | 38.56%+5.9pp | 40.90%+3.6pp |
| Employer contribution / active EE | $1,692 | $1,759-3.8% | $2,527-33.0% | $2,631-35.7% |
| Participant deferral / active EE | $4,069 | $2,965+37.3% | $4,023+1.2% | $4,212-3.4% |
| Admin fee / account holder | $1,042 | $5,964-82.5% | $6,127-83.0% | $7,344-85.8% |