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 | $70,416 | $117,841-40.2% | $102,423-31.3% | $145,922-51.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.41% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,226 | $3,615-66.1% | $3,023-59.4% | $4,660-73.7% |
| Participant deferral / active EE | $4,760 | $5,731-16.9% | $5,053-5.8% | $6,688-28.8% |
| Admin fee / account holder | $1,266 | $13,326-90.5% | $9,451-86.6% | $13,397-90.6% |