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 | $55,273 | $95,416-42.1% | $185,823-70.3% | $85,850-35.6% |
| Participation rate | 23.7% | 68.8%-45.0pp | 81.7%-58.0pp | 69.3%-45.6pp |
| Annual return | 15.04% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $919 | $3,314-72.3% | $5,167-82.2% | $2,565-64.2% |
| Participant deferral / active EE | $2,118 | $3,423-38.1% | $5,568-62.0% | $3,952-46.4% |
| Admin fee / account holder | $1,243 | $7,213-82.8% | $16,237-92.3% | $6,260-80.1% |