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 | $41,752 | $81,248-48.6% | $155,509-73.2% | $80,856-48.4% |
| Participation rate | 25.9% | 66.2%-40.3pp | 78.2%-52.3pp | 67.6%-41.7pp |
| Annual return | 12.63% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,343 | $3,100-56.7% | $4,672-71.3% | $2,755-51.2% |
| Participant deferral / active EE | $2,511 | $3,452-27.3% | $5,626-55.4% | $4,296-41.6% |
| Admin fee / account holder | $3,913 | $7,997-51.1% | $15,912-75.4% | $6,918-43.4% |