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 | $32,050 | $48,570-34.0% | $130,648-75.5% | $72,985-56.1% |
| Participation rate | 64.6% | 58.6%+6.0pp | 71.7%-7.2pp | 69.5%-4.9pp |
| Annual return | 23.53% | 38.63%-15.1pp | 1708.96%-1685.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,442 | $1,334+8.1% | $4,092-64.8% | $2,440-40.9% |
| Participant deferral / active EE | $3,110 | $2,384+30.5% | $3,603-13.7% | $3,607-13.8% |
| Admin fee / account holder | $956 | $3,549-73.1% | $5,464-82.5% | $5,124-81.3% |