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 | $24,693 | $89,753-72.5% | $107,525-77.0% | $84,808-70.9% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 16.83% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,991 | $3,113-36.1% | $3,754-47.0% | $2,631-24.3% |
| Participant deferral / active EE | $4,632 | $4,056+14.2% | $5,116-9.5% | $4,212+10.0% |
| Admin fee / account holder | $8,275 | $7,222+14.6% | $8,919-7.2% | $7,344+12.7% |