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 | $38,368 | $48,795-21.4% | $65,493-41.4% | $84,808-54.8% |
| Participation rate | 55.4% | 67.0%-11.5pp | 73.1%-17.7pp | 68.3%-12.9pp |
| Annual return | 12.60% | 20.20%-7.6pp | 982.45%-969.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,850 | $1,930-4.1% | $2,574-28.1% | $2,631-29.7% |
| Participant deferral / active EE | $4,328 | $2,928+47.8% | $3,961+9.3% | $4,212+2.8% |
| Admin fee / account holder | $6,774 | $3,877+74.7% | $5,028+34.7% | $7,344-7.8% |