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 | $34,395 | $65,561-47.5% | $86,188-60.1% | $75,163-54.2% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.0%-31.3pp | 67.2%-29.5pp |
| Annual return | 17.49% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,438 | $1,553-7.4% | $2,380-39.6% | $2,670-46.1% |
| Participant deferral / active EE | $2,751 | $3,024-9.0% | $3,985-31.0% | $4,125-33.3% |
| Admin fee / account holder | $3,662 | $5,474-33.1% | $6,852-46.6% | $5,651-35.2% |