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 6-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 | $71,768 | $105,126-31.7% | $94,646-24.2% | $139,434-48.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 25.21% | 38.03%-12.8pp | 156.71%-131.5pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,920 | $4,106-28.9% | $3,672-20.5% | $4,751-38.5% |
| Participant deferral / active EE | $9,589 | $7,599+26.2% | $7,418+29.3% | $6,710+42.9% |
| Admin fee / account holder | $1,064 | $8,984-88.2% | $7,231-85.3% | $11,403-90.7% |