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 | $27,540 | $93,571-70.6% | $135,903-79.7% | $75,163-63.4% |
| Participation rate | 43.3% | 75.2%-31.8pp | 81.9%-38.6pp | 67.2%-23.9pp |
| Annual return | 19.54% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,137 | $3,537-67.8% | $4,856-76.6% | $2,670-57.4% |
| Participant deferral / active EE | $3,067 | $6,404-52.1% | $7,758-60.5% | $4,125-25.7% |
| Admin fee / account holder | $987 | $6,975-85.8% | $10,762-90.8% | $5,651-82.5% |