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 | $27,884 | $116,167-76.0% | $64,489-56.8% | $137,256-79.7% |
| Participation rate | 46.2% | 68.2%-22.0pp | 67.7%-21.5pp | 80.0%-33.8pp |
| Annual return | 17.85% | 36.55%-18.7pp | 55.03%-37.2pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,400 | $2,483-43.6% | $1,523-8.1% | $4,156-66.3% |
| Participant deferral / active EE | $2,464 | $4,215-41.5% | $2,778-11.3% | $6,407-61.5% |
| Admin fee / account holder | $2,186 | $6,188-64.7% | $4,260-48.7% | $12,270-82.2% |