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 | $55,799 | $87,013-35.9% | $106,213-47.5% | $80,856-31.0% |
| Participation rate | 51.0% | 70.4%-19.4pp | 75.3%-24.3pp | 67.6%-16.6pp |
| Annual return | 17.23% | 17.05%+0.2pp | 116.14%-98.9pp | 35.59%-18.4pp |
| Employer contribution / active EE | $859 | $2,395-64.1% | $3,171-72.9% | $2,755-68.8% |
| Participant deferral / active EE | $2,619 | $3,986-34.3% | $5,016-47.8% | $4,296-39.0% |
| Admin fee / account holder | $1,249 | $8,431-85.2% | $11,033-88.7% | $6,918-81.9% |