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 | $91,404 | $83,477+9.5% | $125,175-27.0% | $72,985+25.2% |
| Participation rate | 48.8% | 73.3%-24.5pp | 79.8%-30.9pp | 69.5%-20.6pp |
| Annual return | 21.03% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,307 | $2,345-44.3% | $3,865-66.2% | $2,440-46.4% |
| Participant deferral / active EE | $2,233 | $3,585-37.7% | $4,937-54.8% | $3,607-38.1% |
| Admin fee / account holder | $2,743 | $5,517-50.3% | $9,702-71.7% | $5,124-46.5% |