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 | $16,315 | $57,057-71.4% | $85,009-80.8% | $80,874-79.8% |
| Participation rate | 63.5% | 56.4%+7.1pp | 67.5%-4.0pp | 67.6%-4.2pp |
| Annual return | 11.34% | 21.66%-10.3pp | 66.47%-55.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,248 | $1,799-30.6% | $2,728-54.3% | $2,756-54.7% |
| Participant deferral / active EE | $2,745 | $3,112-11.8% | $4,522-39.3% | $4,297-36.1% |
| Admin fee / account holder | $355 | $4,986-92.9% | $6,153-94.2% | $6,935-94.9% |