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 | $59,422 | $89,753-33.8% | $107,525-44.7% | $84,808-29.9% |
| Participation rate | 45.2% | 68.1%-22.9pp | 75.1%-29.9pp | 68.3%-23.1pp |
| Annual return | 17.86% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,100 | $3,113-64.7% | $3,754-70.7% | $2,631-58.2% |
| Participant deferral / active EE | $2,410 | $4,056-40.6% | $5,116-52.9% | $4,212-42.8% |
| Admin fee / account holder | $3,916 | $7,222-45.8% | $8,919-56.1% | $7,344-46.7% |