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 | $32,435 | $91,190-64.4% | $178,490-81.8% | $79,858-59.4% |
| Participation rate | 52.3% | 69.2%-16.9pp | 81.9%-29.7pp | 69.6%-17.4pp |
| Annual return | 25.49% | 24.19%+1.3pp | 151.07%-125.6pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,429 | $3,256-25.4% | $5,011-51.5% | $2,471-1.7% |
| Participant deferral / active EE | $5,106 | $3,236+57.8% | $5,202-1.8% | $3,740+36.5% |
| Admin fee / account holder | $1,358 | $6,751-79.9% | $13,984-90.3% | $5,306-74.4% |