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 | $29,987 | $106,515-71.8% | $96,683-69.0% | $139,434-78.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 16.46% | 38.43%-22.0pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,747 | $4,103-57.4% | $3,737-53.3% | $4,751-63.2% |
| Participant deferral / active EE | $3,343 | $5,454-38.7% | $4,878-31.5% | $6,710-50.2% |
| Admin fee / account holder | $4,398 | $7,877-44.2% | $6,730-34.6% | $11,403-61.4% |