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 | $54,740 | $84,556-35.3% | $116,228-52.9% | $74,304-26.3% |
| Participation rate | 36.1% | 66.0%-30.0pp | 74.6%-38.5pp | 60.3%-24.3pp |
| Annual return | 19.86% | 18.35%+1.5pp | 90.06%-70.2pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,075 | $2,168-50.4% | $2,994-64.1% | $2,241-52.0% |
| Participant deferral / active EE | $2,259 | $3,814-40.8% | $4,953-54.4% | $3,767-40.0% |
| Admin fee / account holder | $3,415 | $3,792-9.9% | $11,989-71.5% | $2,969+15.0% |