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 | $82,396 | $56,114+46.8% | $96,139-14.3% | $85,850-4.0% |
| Participation rate | 27.3% | 56.7%-29.4pp | 68.4%-41.2pp | 69.3%-42.0pp |
| Annual return | 13.10% | 42.30%-29.2pp | 191.94%-178.8pp | 318.53%-305.4pp |
| Employer contribution / active EE | $701 | $1,620-56.7% | $2,797-74.9% | $2,565-72.7% |
| Participant deferral / active EE | $1,484 | $2,859-48.1% | $4,349-65.9% | $3,952-62.4% |
| Admin fee / account holder | $4,960 | $3,768+31.6% | $5,537-10.4% | $6,260-20.8% |