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 | $50,519 | $84,233-40.0% | $170,442-70.4% | $70,131-28.0% |
| Participation rate | 44.4% | 70.8%-26.4pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 12.99% | 23.06%-10.1pp | 205.93%-192.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $904 | $3,387-73.3% | $5,433-83.4% | $2,342-61.4% |
| Participant deferral / active EE | $2,491 | $3,086-19.3% | $4,939-49.6% | $3,332-25.2% |
| Admin fee / account holder | $4,990 | $5,698-12.4% | $13,880-64.1% | $4,645+7.4% |