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 | $60,831 | $66,402-8.4% | $109,895-44.6% | $85,850-29.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 74.2%-24.2pp | 69.3%-19.3pp |
| Annual return | 11.47% | 19.59%-8.1pp | 29.45%-18.0pp | 318.53%-307.1pp |
| Employer contribution / active EE | $371 | $1,687-78.0% | $2,842-86.9% | $2,565-85.5% |
| Participant deferral / active EE | $1,328 | $2,842-53.3% | $4,048-67.2% | $3,952-66.4% |
| Admin fee / account holder | $3,843 | $4,557-15.7% | $6,066-36.6% | $6,260-38.6% |