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 | $47,340 | $81,233-41.7% | $155,567-69.6% | $80,874-41.5% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.7pp | 67.6%-29.2pp |
| Annual return | 20.76% | 33.33%-12.6pp | 64.74%-44.0pp | 35.62%-14.9pp |
| Employer contribution / active EE | $500 | $3,101-83.9% | $4,674-89.3% | $2,756-81.8% |
| Participant deferral / active EE | $3,314 | $3,452-4.0% | $5,628-41.1% | $4,297-22.9% |
| Admin fee / account holder | $2,713 | $7,998-66.1% | $15,916-83.0% | $6,935-60.9% |