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 | $58,271 | $68,547-15.0% | $120,354-51.6% | $80,856-27.9% |
| Participation rate | 21.7% | 61.6%-39.9pp | 71.9%-50.2pp | 67.6%-45.9pp |
| Annual return | 28.66% | 23.60%+5.1pp | 107.15%-78.5pp | 35.59%-6.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,193 | $3,173-62.4% | $4,991-76.1% | $4,296-72.2% |
| Admin fee / account holder | $522 | $5,732-90.9% | $9,423-94.5% | $6,918-92.5% |