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 | $46,849 | $49,922-6.2% | $80,569-41.9% | $75,163-37.7% |
| Participation rate | 46.8% | 55.3%-8.5pp | 67.0%-20.2pp | 67.2%-20.4pp |
| Annual return | 17.18% | 34.69%-17.5pp | 935.43%-918.3pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,457 | $1,698-14.2% | $2,723-46.5% | $2,670-45.4% |
| Participant deferral / active EE | $2,745 | $2,990-8.2% | $4,447-38.3% | $4,125-33.5% |
| Admin fee / account holder | $10,133 | $3,577+183.3% | $5,377+88.4% | $5,651+79.3% |