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 8-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 | $49,398 | $91,552-46.0% | $133,956-63.1% | $79,858-38.1% |
| Participation rate | 56.8% | 73.3%-16.6pp | 79.8%-23.1pp | 69.6%-12.9pp |
| Annual return | 12.26% | 61.85%-49.6pp | 45.09%-32.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,528 | $2,384-35.9% | $3,919-61.0% | $2,471-38.2% |
| Participant deferral / active EE | $2,658 | $3,733-28.8% | $5,048-47.3% | $3,740-28.9% |
| Admin fee / account holder | $7,908 | $6,321+25.1% | $8,927-11.4% | $5,306+49.0% |