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 | $57,621 | $99,985-42.4% | $146,665-60.7% | $85,850-32.9% |
| Participation rate | 27.5% | 73.1%-45.6pp | 80.1%-52.6pp | 69.3%-41.8pp |
| Annual return | 19.63% | 18.93%+0.7pp | 22.74%-3.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,028 | $2,559-59.8% | $4,136-75.2% | $2,565-59.9% |
| Participant deferral / active EE | $2,209 | $4,006-44.8% | $5,506-59.9% | $3,952-44.1% |
| Admin fee / account holder | $4,789 | $7,702-37.8% | $10,280-53.4% | $6,260-23.5% |