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 | $39,505 | $77,899-49.3% | $149,673-73.6% | $75,163-47.4% |
| Participation rate | 55.0% | 65.6%-10.6pp | 78.8%-23.8pp | 67.2%-12.2pp |
| Annual return | 19.66% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,262 | $3,137-59.8% | $4,818-73.8% | $2,670-52.7% |
| Participant deferral / active EE | $2,472 | $3,411-27.5% | $5,680-56.5% | $4,125-40.1% |
| Admin fee / account holder | $6,254 | $5,956+5.0% | $13,210-52.7% | $5,651+10.7% |