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 | $76,409 | $94,625-19.3% | $116,228-34.3% | $84,808-9.9% |
| Participation rate | 49.0% | 70.4%-21.5pp | 74.6%-25.6pp | 68.3%-19.3pp |
| Annual return | 17.72% | 20.40%-2.7pp | 90.06%-72.3pp | 40.90%-23.2pp |
| Employer contribution / active EE | $881 | $2,347-62.5% | $2,994-70.6% | $2,631-66.5% |
| Participant deferral / active EE | $2,701 | $3,972-32.0% | $4,953-45.5% | $4,212-35.9% |
| Admin fee / account holder | $603 | $10,091-94.0% | $11,989-95.0% | $7,344-91.8% |