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 | $25,976 | $70,428-63.1% | $96,562-73.1% | $85,850-69.7% |
| Participation rate | 43.1% | 61.8%-18.7pp | 69.8%-26.7pp | 69.3%-26.2pp |
| Annual return | 18.13% | 18.59%-0.5pp | 37.78%-19.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,976 | $1,413+110.6% | $2,356+26.3% | $2,565+16.0% |
| Participant deferral / active EE | $3,500 | $2,894+20.9% | $3,849-9.1% | $3,952-11.4% |
| Admin fee / account holder | $2,625 | $4,997-47.5% | $6,181-57.5% | $6,260-58.1% |