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 | $52,423 | $87,013-39.8% | $106,213-50.6% | $80,856-35.2% |
| Participation rate | 53.9% | 70.4%-16.5pp | 75.3%-21.3pp | 67.6%-13.7pp |
| Annual return | 11.45% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,497 | $2,395-37.5% | $3,171-52.8% | $2,755-45.7% |
| Participant deferral / active EE | $2,240 | $3,986-43.8% | $5,016-55.3% | $4,296-47.9% |
| Admin fee / account holder | $6,973 | $8,431-17.3% | $11,033-36.8% | $6,918+0.8% |