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 | $46,804 | $89,652-47.8% | $141,162-66.8% | $65,185-28.2% |
| Participation rate | 62.0% | 74.7%-12.7pp | 82.5%-20.4pp | 70.2%-8.2pp |
| Annual return | 50.09% | 32.79%+17.3pp | 71.39%-21.3pp | 29.38%+20.7pp |
| Employer contribution / active EE | $1,547 | $3,065-49.5% | $4,735-67.3% | $2,177-28.9% |
| Participant deferral / active EE | $9,591 | $5,691+68.5% | $6,709+43.0% | $3,514+172.9% |
| Admin fee / account holder | $1,038 | $569+82.5% | $10,261-89.9% | $847+22.5% |