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 | $24,019 | $108,172-77.8% | $77,482-69.0% | $158,922-84.9% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 22.49% | 31.67%-9.2pp | 54.79%-32.3pp | 302.83%-280.3pp |
| Employer contribution / active EE | $868 | $1,325-34.5% | $986-12.0% | $4,761-81.8% |
| Participant deferral / active EE | $1,247 | $2,456-49.2% | $1,861-33.0% | $5,982-79.2% |
| Admin fee / account holder | $7,012 | $3,708+89.1% | $2,858+145.4% | $11,246-37.6% |