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 | $26,619 | $56,972-53.3% | $182,532-85.4% | $65,185-59.2% |
| Participation rate | 39.4% | 66.5%-27.1pp | 78.0%-38.5pp | 70.2%-30.8pp |
| Annual return | 25.37% | 27.67%-2.3pp | 148.54%-123.2pp | 29.38%-4.0pp |
| Employer contribution / active EE | $804 | $1,615-50.2% | $4,076-80.3% | $2,177-63.0% |
| Participant deferral / active EE | $2,209 | $3,526-37.4% | $5,524-60.0% | $3,514-37.1% |
| Admin fee / account holder | $3,538 | $528+570.2% | $8,592-58.8% | $847+317.6% |