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 | $44,905 | $91,190-50.8% | $178,490-74.8% | $79,858-43.8% |
| Participation rate | 59.5% | 69.2%-9.7pp | 81.9%-22.5pp | 69.6%-10.2pp |
| Annual return | 25.51% | 24.19%+1.3pp | 151.07%-125.6pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,017 | $3,256-68.8% | $5,011-79.7% | $2,471-58.8% |
| Participant deferral / active EE | $2,174 | $3,236-32.8% | $5,202-58.2% | $3,740-41.9% |
| Admin fee / account holder | $4,464 | $6,751-33.9% | $13,984-68.1% | $5,306-15.9% |