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 | $51,240 | $63,346-19.1% | $92,233-44.4% | $70,131-26.9% |
| Participation rate | 27.1% | 68.7%-41.6pp | 76.5%-49.4pp | 69.5%-42.5pp |
| Annual return | 16.17% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,128 | $2,471-54.3% | $3,679-69.3% | $2,342-51.8% |
| Participant deferral / active EE | $1,944 | $2,854-31.9% | $3,897-50.1% | $3,332-41.7% |
| Admin fee / account holder | $6,307 | $3,840+64.2% | $5,194+21.4% | $4,645+35.8% |