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 | $85,727 | $117,841-27.3% | $102,423-16.3% | $145,922-41.3% |
| Participation rate | 52.2% | 78.6%-26.4pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 14.38% | 31.65%-17.3pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,363 | $3,615-62.3% | $3,023-54.9% | $4,660-70.7% |
| Participant deferral / active EE | $3,567 | $5,731-37.8% | $5,053-29.4% | $6,688-46.7% |
| Admin fee / account holder | $5,794 | $13,326-56.5% | $9,451-38.7% | $13,397-56.8% |