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 | $46,542 | $198,466-76.5% | $170,442-72.7% | $147,584-68.5% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 12.81% | 257.29%-244.5pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,639 | $6,184-73.5% | $5,433-69.8% | $4,876-66.4% |
| Participant deferral / active EE | $5,460 | $5,629-3.0% | $4,939+10.5% | $5,439+0.4% |
| Admin fee / account holder | $8,374 | $16,852-50.3% | $13,880-39.7% | $10,885-23.1% |