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 | $49,244 | $159,602-69.1% | $150,045-67.2% | $142,382-65.4% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.3%-30.1pp | 80.1%-27.9pp |
| Annual return | 60.16% | 70.24%-10.1pp | 62.55%-2.4pp | 217.08%-156.9pp |
| Employer contribution / active EE | $2,214 | $4,961-55.4% | $4,693-52.8% | $4,299-48.5% |
| Participant deferral / active EE | $5,840 | $8,310-29.7% | $7,997-27.0% | $6,507-10.2% |
| Admin fee / account holder | $14,676 | $14,846-1.1% | $13,435+9.2% | $12,624+16.3% |