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 | $67,724 | $87,013-22.2% | $106,213-36.2% | $80,856-16.2% |
| Participation rate | 37.8% | 70.4%-32.7pp | 75.3%-37.5pp | 67.6%-29.9pp |
| Annual return | 14.82% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,589 | $2,395-33.6% | $3,171-49.9% | $2,755-42.3% |
| Participant deferral / active EE | $4,754 | $3,986+19.3% | $5,016-5.2% | $4,296+10.7% |
| Admin fee / account holder | $27,330 | $8,431+224.1% | $11,033+147.7% | $6,918+295.1% |