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 | $29,199 | $49,922-41.5% | $80,569-63.8% | $75,163-61.2% |
| Participation rate | 57.7% | 55.3%+2.4pp | 67.0%-9.3pp | 67.2%-9.4pp |
| Annual return | 20.91% | 34.69%-13.8pp | 935.43%-914.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,382 | $1,698-18.6% | $2,723-49.3% | $2,670-48.2% |
| Participant deferral / active EE | $3,162 | $2,990+5.8% | $4,447-28.9% | $4,125-23.3% |
| Admin fee / account holder | $1,624 | $3,577-54.6% | $5,377-69.8% | $5,651-71.3% |