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 | $20,932 | $117,841-82.2% | $102,423-79.6% | $145,922-85.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 11.50% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,602 | $3,615-55.7% | $3,023-47.0% | $4,660-65.6% |
| Participant deferral / active EE | $2,414 | $5,731-57.9% | $5,053-52.2% | $6,688-63.9% |
| Admin fee / account holder | $2,260 | $13,326-83.0% | $9,451-76.1% | $13,397-83.1% |