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 | $38,136 | $93,571-59.2% | $135,903-71.9% | $75,163-49.3% |
| Participation rate | 44.1% | 75.2%-31.1pp | 81.9%-37.8pp | 67.2%-23.1pp |
| Annual return | 62.24% | 30.90%+31.3pp | 68.23%-6.0pp | 160.62%-98.4pp |
| Employer contribution / active EE | $1,758 | $3,537-50.3% | $4,856-63.8% | $2,670-34.1% |
| Participant deferral / active EE | $3,657 | $6,404-42.9% | $7,758-52.9% | $4,125-11.3% |
| Admin fee / account holder | $17,772 | $6,975+154.8% | $10,762+65.1% | $5,651+214.5% |