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 | $27,591 | $121,625-77.3% | $104,607-73.6% | $158,922-82.6% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 24.70% | 465.26%-440.6pp | 340.46%-315.8pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,462 | $3,163-53.8% | $2,681-45.5% | $4,761-69.3% |
| Participant deferral / active EE | $2,967 | $4,177-29.0% | $3,740-20.7% | $5,982-50.4% |
| Admin fee / account holder | $2,343 | $7,787-69.9% | $6,473-63.8% | $11,246-79.2% |