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 | $44,694 | $74,927-40.4% | $101,794-56.1% | $84,808-47.3% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.2%-33.9pp | 68.3%-33.0pp |
| Annual return | 14.77% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $762 | $1,522-49.9% | $2,289-66.7% | $2,631-71.0% |
| Participant deferral / active EE | $2,235 | $3,099-27.9% | $4,084-45.3% | $4,212-46.9% |
| Admin fee / account holder | $494 | $6,514-92.4% | $8,777-94.4% | $7,344-93.3% |