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 | $77,102 | $106,355-27.5% | $237,244-67.5% | $116,875-34.0% |
| Participation rate | 34.5% | 71.9%-37.3pp | 80.3%-45.7pp | 74.5%-40.0pp |
| Annual return | 17.03% | 17.03%0pp | 4131.29%-4114.3pp | 16.29%+0.7pp |
| Employer contribution / active EE | $1,016 | $1,595-36.3% | $4,351-76.6% | $3,288-69.1% |
| Participant deferral / active EE | $2,033 | $3,396-40.1% | $4,056-49.9% | $3,885-47.7% |
| Admin fee / account holder | $11,337 | $11,423-0.7% | $18,030-37.1% | $12,263-7.5% |