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 | $21,251 | $48,076-55.8% | $78,689-73.0% | $62,891-66.2% |
| Participation rate | 59.0% | 65.2%-6.2pp | 73.6%-14.6pp | 69.3%-10.3pp |
| Annual return | 6.67% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,289 | $2,015-36.0% | $2,851-54.8% | $2,281-43.5% |
| Participant deferral / active EE | $1,997 | $2,588-22.8% | $3,517-43.2% | $3,203-37.6% |
| Admin fee / account holder | $1,157 | $3,207-63.9% | $4,510-74.3% | $4,296-73.1% |