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 | $50,224 | $95,453-47.4% | $112,040-55.2% | $82,448-39.1% |
| Participation rate | 35.5% | 72.8%-37.3pp | 76.5%-41.0pp | 68.1%-32.6pp |
| Annual return | 15.05% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,018 | $2,318-56.1% | $2,954-65.5% | $2,551-60.1% |
| Participant deferral / active EE | $2,975 | $4,224-29.6% | $5,098-41.6% | $4,139-28.1% |
| Admin fee / account holder | $753 | $9,013-91.6% | $12,098-93.8% | $7,234-89.6% |