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 | $41,406 | $68,547-39.6% | $120,354-65.6% | $80,856-48.8% |
| Participation rate | 24.0% | 61.6%-37.6pp | 71.9%-47.9pp | 67.6%-43.6pp |
| Annual return | 14.63% | 23.60%-9.0pp | 107.15%-92.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $528 | $2,051-74.3% | $3,463-84.8% | $2,755-80.8% |
| Participant deferral / active EE | $1,323 | $3,173-58.3% | $4,991-73.5% | $4,296-69.2% |
| Admin fee / account holder | $1,733 | $5,732-69.8% | $9,423-81.6% | $6,918-75.0% |