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 | $51,506 | $39,019+32.0% | $80,716-36.2% | $85,850-40.0% |
| Participation rate | 13.3% | 41.5%-28.2pp | 54.2%-40.8pp | 69.3%-56.0pp |
| Annual return | 17.15% | 26.27%-9.1pp | 87.28%-70.1pp | 318.53%-301.4pp |
| Employer contribution / active EE | $263 | $722-63.6% | $1,160-77.3% | $2,565-89.7% |
| Participant deferral / active EE | $967 | $1,326-27.1% | $2,146-54.9% | $3,952-75.5% |
| Admin fee / account holder | $3,497 | $2,431+43.8% | $3,380+3.5% | $6,260-44.1% |