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 | $72,923 | $81,233-10.2% | $155,567-53.1% | $80,874-9.8% |
| Participation rate | 47.8% | 66.2%-18.4pp | 78.2%-30.4pp | 67.6%-19.8pp |
| Annual return | 78.79% | 33.33%+45.5pp | 64.74%+14.1pp | 35.62%+43.2pp |
| Employer contribution / active EE | $1,538 | $3,101-50.4% | $4,674-67.1% | $2,756-44.2% |
| Participant deferral / active EE | $3,162 | $3,452-8.4% | $5,628-43.8% | $4,297-26.4% |
| Admin fee / account holder | $344 | $7,998-95.7% | $15,916-97.8% | $6,935-95.0% |