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 | $36,988 | $93,571-60.5% | $135,903-72.8% | $75,163-50.8% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 21.35% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,138 | $3,537-39.5% | $4,856-56.0% | $2,670-19.9% |
| Participant deferral / active EE | $5,495 | $6,404-14.2% | $7,758-29.2% | $4,125+33.2% |
| Admin fee / account holder | $3,946 | $6,975-43.4% | $10,762-63.3% | $5,651-30.2% |