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 | $34,078 | $65,390-47.9% | $169,368-79.9% | $71,457-52.3% |
| Participation rate | 51.9% | 67.0%-15.1pp | 77.1%-25.3pp | 67.9%-16.0pp |
| Annual return | 17.19% | 21.31%-4.1pp | 405.60%-388.4pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,792 | $2,079-13.8% | $4,013-55.3% | $2,588-30.8% |
| Participant deferral / active EE | $2,581 | $4,367-40.9% | $6,221-58.5% | $4,289-39.8% |
| Admin fee / account holder | $1,500 | $1,324+13.3% | $9,003-83.3% | $1,587-5.5% |