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 | $63,703-22.2% | $93,063-46.8% | $82,448-39.9% |
| Participation rate | 57.7% | 63.8%-6.1pp | 72.1%-14.4pp | 68.1%-10.4pp |
| Annual return | 44.46% | -775.43%+819.9pp | 34.15%+10.3pp | 41.64%+2.8pp |
| Employer contribution / active EE | $1,692 | $1,729-2.1% | $2,476-31.7% | $2,551-33.7% |
| Participant deferral / active EE | $4,069 | $2,919+39.4% | $3,958+2.8% | $4,139-1.7% |
| Admin fee / account holder | $1,042 | $5,982-82.6% | $6,033-82.7% | $7,234-85.6% |