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 | $27,759 | $79,449-65.1% | $189,557-85.4% | $85,850-67.7% |
| Participation rate | 58.5% | 66.0%-7.5pp | 78.4%-20.0pp | 69.3%-10.8pp |
| Annual return | 19.71% | 18.45%+1.3pp | 64.17%-44.5pp | 318.53%-298.8pp |
| Employer contribution / active EE | $1,038 | $2,081-50.1% | $4,412-76.5% | $2,565-59.5% |
| Participant deferral / active EE | $2,972 | $4,051-26.6% | $6,174-51.9% | $3,952-24.8% |
| Admin fee / account holder | $2,828 | $5,377-47.4% | $9,807-71.2% | $6,260-54.8% |