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 | $22,093 | $91,190-75.8% | $178,490-87.6% | $79,858-72.3% |
| Participation rate | 58.2% | 69.2%-11.0pp | 81.9%-23.7pp | 69.6%-11.4pp |
| Annual return | 18.93% | 24.19%-5.3pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,443 | $3,256-55.7% | $5,011-71.2% | $2,471-41.6% |
| Participant deferral / active EE | $2,991 | $3,236-7.6% | $5,202-42.5% | $3,740-20.0% |
| Admin fee / account holder | $1,309 | $6,751-80.6% | $13,984-90.6% | $5,306-75.3% |