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 | $67,259 | $126,519-46.8% | $106,201-36.7% | $145,959-53.9% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 11.84% | 225.10%-213.3pp | 116.26%-104.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,748 | $3,726-53.1% | $3,170-44.9% | $4,661-62.5% |
| Participant deferral / active EE | $2,829 | $5,716-50.5% | $5,012-43.6% | $6,689-57.7% |
| Admin fee / account holder | $819 | $17,312-95.3% | $11,039-92.6% | $13,398-93.9% |