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 | $36,885 | $106,515-65.4% | $96,683-61.8% | $139,434-73.5% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 13.90% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,978 | $4,103-51.8% | $3,737-47.1% | $4,751-58.4% |
| Participant deferral / active EE | $4,240 | $5,454-22.3% | $4,878-13.1% | $6,710-36.8% |
| Admin fee / account holder | $6,329 | $7,877-19.7% | $6,730-6.0% | $11,403-44.5% |