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 | $47,150 | $127,777-63.1% | $106,548-55.7% | $167,490-71.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 30.41% | 33.87%-3.5pp | 26.80%+3.6pp | 478.56%-448.2pp |
| Employer contribution / active EE | $1,737 | $3,427-49.3% | $2,819-38.4% | $4,837-64.1% |
| Participant deferral / active EE | $4,740 | $5,087-6.8% | $4,398+7.8% | $6,341-25.2% |
| Admin fee / account holder | $15,235 | $11,228+35.7% | $7,407+105.7% | $12,309+23.8% |