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 | $23,923 | $118,680-79.8% | $98,907-75.8% | $158,922-84.9% |
| Participation rate | 52.9% | 77.8%-24.9pp | 76.0%-23.1pp | 82.0%-29.0pp |
| Annual return | 18.15% | 372.35%-354.2pp | 196.43%-178.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,995 | $3,333-40.1% | $2,689-25.8% | $4,761-58.1% |
| Participant deferral / active EE | $3,484 | $5,088-31.5% | $4,244-17.9% | $5,982-41.8% |
| Admin fee / account holder | $2,771 | $10,131-72.7% | $6,642-58.3% | $11,246-75.4% |