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 | $33,062 | $91,190-63.7% | $178,490-81.5% | $79,858-58.6% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 25.76% | 24.19%+1.6pp | 151.07%-125.3pp | 31.71%-6.0pp |
| Employer contribution / active EE | $948 | $3,256-70.9% | $5,011-81.1% | $2,471-61.6% |
| Participant deferral / active EE | $2,420 | $3,236-25.2% | $5,202-53.5% | $3,740-35.3% |
| Admin fee / account holder | $1,153 | $6,751-82.9% | $13,984-91.8% | $5,306-78.3% |