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 | $67,501 | $48,570+39.0% | $130,648-48.3% | $72,985-7.5% |
| Participation rate | 53.8% | 58.6%-4.7pp | 71.7%-17.9pp | 69.5%-15.6pp |
| Annual return | 18.03% | 38.63%-20.6pp | 1708.96%-1690.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $462 | $1,334-65.4% | $4,092-88.7% | $2,440-81.1% |
| Participant deferral / active EE | $2,930 | $2,384+22.9% | $3,603-18.7% | $3,607-18.8% |
| Admin fee / account holder | $1,993 | $3,549-43.8% | $5,464-63.5% | $5,124-61.1% |