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 | $80,048 | $114,381-30.0% | $107,525-25.6% | $142,382-43.8% |
| Participation rate | 29.2% | 78.1%-49.0pp | 75.1%-45.9pp | 80.1%-51.0pp |
| Annual return | 17.76% | 242.71%-224.9pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,896 | $4,015-52.8% | $3,754-49.5% | $4,299-55.9% |
| Participant deferral / active EE | $4,059 | $5,564-27.1% | $5,116-20.7% | $6,507-37.6% |
| Admin fee / account holder | $22,127 | $9,860+124.4% | $8,919+148.1% | $12,624+75.3% |