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 | $46,551 | $79,944-41.8% | $98,439-52.7% | $75,163-38.1% |
| Participation rate | 33.3% | 70.4%-37.0pp | 75.2%-41.8pp | 67.2%-33.9pp |
| Annual return | 53.04% | 19.75%+33.3pp | 21.16%+31.9pp | 160.62%-107.6pp |
| Employer contribution / active EE | $1,482 | $2,264-34.5% | $3,048-51.4% | $2,670-44.5% |
| Participant deferral / active EE | $2,988 | $3,752-20.4% | $4,738-36.9% | $4,125-27.6% |
| Admin fee / account holder | $4,456 | $6,840-34.9% | $8,948-50.2% | $5,651-21.2% |