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 | $38,365 | $100,773-61.9% | $88,946-56.9% | $142,382-73.1% |
| Participation rate | 57.9% | 74.3%-16.4pp | 68.8%-11.0pp | 80.1%-22.2pp |
| Annual return | 14.92% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,170 | $2,918-59.9% | $2,555-54.2% | $4,299-72.8% |
| Participant deferral / active EE | $2,528 | $5,230-51.7% | $4,581-44.8% | $6,507-61.1% |
| Admin fee / account holder | $2,077 | $9,693-78.6% | $8,261-74.9% | $12,624-83.5% |