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 | $45,376 | $140,588-67.7% | $123,104-63.1% | $125,391-63.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 0.50% | 16.80%-16.3pp | 13.22%-12.7pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,025 | $6,041-66.5% | $5,151-60.7% | $4,866-58.4% |
| Participant deferral / active EE | $7,645 | $6,980+9.5% | $6,230+22.7% | $5,352+42.9% |
| Admin fee / account holder | $4,035 | $11,198-64.0% | $9,015-55.2% | $9,540-57.7% |