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 | $33,314 | $96,557-65.5% | $80,975-58.9% | $273,961-87.8% |
| Participation rate | 16.7% | 79.1%-62.4pp | 75.8%-59.1pp | 83.0%-66.3pp |
| Annual return | 12.87% | 15.14%-2.3pp | 17.10%-4.2pp | 41.45%-28.6pp |
| Employer contribution / active EE | $511 | $4,868-89.5% | $3,714-86.2% | $4,869-89.5% |
| Participant deferral / active EE | $2,110 | $6,598-68.0% | $5,696-63.0% | $5,287-60.1% |
| Admin fee / account holder | $2,819 | $7,492-62.4% | $5,516-48.9% | $10,132-72.2% |