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 | $38,808 | $86,891-55.3% | $142,449-72.8% | $75,163-48.4% |
| Participation rate | 46.3% | 68.5%-22.2pp | 76.8%-30.5pp | 67.2%-20.9pp |
| Annual return | 18.28% | 23.31%-5.0pp | 19.99%-1.7pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,008 | $3,355-70.0% | $4,847-79.2% | $2,670-62.3% |
| Participant deferral / active EE | $4,314 | $4,938-12.6% | $6,283-31.3% | $4,125+4.6% |
| Admin fee / account holder | $3,277 | $7,299-55.1% | $10,011-67.3% | $5,651-42.0% |