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 | $53,409 | $65,561-18.5% | $86,188-38.0% | $75,163-28.9% |
| Participation rate | 22.0% | 60.5%-38.5pp | 69.0%-47.0pp | 67.2%-45.2pp |
| Annual return | 17.21% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $685 | $1,553-55.9% | $2,380-71.2% | $2,670-74.3% |
| Participant deferral / active EE | $2,330 | $3,024-22.9% | $3,985-41.5% | $4,125-43.5% |
| Admin fee / account holder | $3,754 | $5,474-31.4% | $6,852-45.2% | $5,651-33.6% |