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 | $40,143 | $127,065-68.4% | $113,168-64.5% | $142,382-71.8% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 38.88% | 24.03%+14.9pp | 24.27%+14.6pp | 217.08%-178.2pp |
| Employer contribution / active EE | $1,861 | $3,442-45.9% | $2,975-37.4% | $4,299-56.7% |
| Participant deferral / active EE | $4,275 | $5,716-25.2% | $5,107-16.3% | $6,507-34.3% |
| Admin fee / account holder | $16,764 | $15,736+6.5% | $12,068+38.9% | $12,624+32.8% |