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 | $43,626 | $100,773-56.7% | $88,946-51.0% | $142,382-69.4% |
| Participation rate | 47.6% | 74.3%-26.7pp | 68.8%-21.2pp | 80.1%-32.5pp |
| Annual return | 21.75% | 70.18%-48.4pp | 57.82%-36.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,084 | $2,918-28.6% | $2,555-18.4% | $4,299-51.5% |
| Participant deferral / active EE | $3,430 | $5,230-34.4% | $4,581-25.1% | $6,507-47.3% |
| Admin fee / account holder | $11,060 | $9,693+14.1% | $8,261+33.9% | $12,624-12.4% |