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 | $42,499 | $94,752-55.1% | $112,887-62.4% | $139,434-69.5% |
| Participation rate | 62.5% | 81.3%-18.8pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 14.82% | 40.88%-26.1pp | 34.10%-19.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,648 | $4,625-64.4% | $4,563-63.9% | $4,751-65.3% |
| Participant deferral / active EE | $4,574 | $6,512-29.8% | $6,513-29.8% | $6,710-31.8% |
| Admin fee / account holder | $6,771 | $8,527-20.6% | $7,047-3.9% | $11,403-40.6% |