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 | $55,165 | $54,705+0.8% | $71,209-22.5% | $84,808-35.0% |
| Participation rate | 35.6% | 64.1%-28.4pp | 73.8%-38.1pp | 68.3%-32.7pp |
| Annual return | 14.42% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,626 | $2,158-24.7% | $2,721-40.3% | $2,631-38.2% |
| Participant deferral / active EE | $1,925 | $3,030-36.5% | $4,175-53.9% | $4,212-54.3% |
| Admin fee / account holder | $7,889 | $4,863+62.2% | $5,349+47.5% | $7,344+7.4% |