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 | $67,319 | $104,974-35.9% | $95,585-29.6% | $142,382-52.7% |
| Participation rate | 63.2% | 75.0%-11.8pp | 72.1%-8.9pp | 80.1%-17.0pp |
| Annual return | 12.02% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,636 | $2,779-41.1% | $2,527-35.2% | $4,299-61.9% |
| Participant deferral / active EE | $3,842 | $4,352-11.7% | $4,023-4.5% | $6,507-41.0% |
| Admin fee / account holder | $8,248 | $6,386+29.2% | $6,127+34.6% | $12,624-34.7% |