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 | $34,304 | $49,922-31.3% | $80,569-57.4% | $75,163-54.4% |
| Participation rate | 43.3% | 55.3%-12.0pp | 67.0%-23.7pp | 67.2%-23.9pp |
| Annual return | 19.53% | 34.69%-15.2pp | 935.43%-915.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,350 | $1,698-20.5% | $2,723-50.4% | $2,670-49.4% |
| Participant deferral / active EE | $3,455 | $2,990+15.5% | $4,447-22.3% | $4,125-16.3% |
| Admin fee / account holder | $4,709 | $3,577+31.6% | $5,377-12.4% | $5,651-16.7% |