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 | $66,694 | $81,460-18.1% | $103,333-35.5% | $80,856-17.5% |
| Participation rate | 44.0% | 66.8%-22.8pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 17.79% | 25.55%-7.8pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,020 | $3,105-67.1% | $3,868-73.6% | $2,755-63.0% |
| Participant deferral / active EE | $2,668 | $3,869-31.0% | $5,057-47.2% | $4,296-37.9% |
| Admin fee / account holder | $566 | $6,566-91.4% | $8,355-93.2% | $6,918-91.8% |