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 | $42,524 | $124,319-65.8% | $111,297-61.8% | $167,490-74.6% |
| Participation rate | 54.2% | 79.6%-25.4pp | 77.3%-23.1pp | 82.1%-27.9pp |
| Annual return | 13.76% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,038 | $3,435-69.8% | $2,731-62.0% | $4,837-78.5% |
| Participant deferral / active EE | $3,975 | $5,180-23.3% | $4,487-11.4% | $6,341-37.3% |
| Admin fee / account holder | $1,216 | $10,618-88.5% | $7,964-84.7% | $12,309-90.1% |