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 | $36,572 | $105,931-65.5% | $81,930-55.4% | $158,922-77.0% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.0%-34.5pp | 82.0%-44.5pp |
| Annual return | 12.38% | 38.17%-25.8pp | 29.49%-17.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,802 | $7,800-64.1% | $4,310-35.0% | $4,761-41.2% |
| Participant deferral / active EE | $6,111 | $13,003-53.0% | $7,107-14.0% | $5,982+2.2% |
| Admin fee / account holder | $17,915 | $8,489+111.0% | $5,158+247.3% | $11,246+59.3% |