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 | $51,390 | $103,376-50.3% | $87,100-41.0% | $152,861-66.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 28.06% | 28.10%0pp | 28.19%-0.1pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,502 | $3,220-53.4% | $2,521-40.4% | $4,762-68.5% |
| Participant deferral / active EE | $5,378 | $4,778+12.6% | $4,049+32.8% | $5,850-8.1% |
| Admin fee / account holder | $823 | $12,205-93.3% | $7,497-89.0% | $11,596-92.9% |