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 | $25,387 | $157,256-83.9% | $141,162-82.0% | $152,861-83.4% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.6pp | 82.4%-23.6pp |
| Annual return | 22.38% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,108 | $5,261-40.9% | $4,735-34.4% | $4,762-34.7% |
| Participant deferral / active EE | $6,366 | $7,109-10.5% | $6,709-5.1% | $5,850+8.8% |
| Admin fee / account holder | $3,832 | $12,120-68.4% | $10,261-62.7% | $11,596-67.0% |