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 | $38,203 | $93,571-59.2% | $135,903-71.9% | $75,163-49.2% |
| Participation rate | 61.1% | 75.2%-14.1pp | 81.9%-20.8pp | 67.2%-6.1pp |
| Annual return | 51.14% | 30.90%+20.2pp | 68.23%-17.1pp | 160.62%-109.5pp |
| Employer contribution / active EE | $2,336 | $3,537-34.0% | $4,856-51.9% | $2,670-12.5% |
| Participant deferral / active EE | $6,903 | $6,404+7.8% | $7,758-11.0% | $4,125+67.3% |
| Admin fee / account holder | $5,125 | $6,975-26.5% | $10,762-52.4% | $5,651-9.3% |