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 | $31,526 | $112,096-71.9% | $95,952-67.1% | $158,922-80.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 17.91% | 171.09%-153.2pp | 91.61%-73.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,493 | $3,198-53.3% | $2,541-41.2% | $4,761-68.6% |
| Participant deferral / active EE | $5,167 | $4,784+8.0% | $4,167+24.0% | $5,982-13.6% |
| Admin fee / account holder | $2,805 | $10,130-72.3% | $6,795-58.7% | $11,246-75.1% |