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 | $41,259 | $57,541-28.3% | $95,745-56.9% | $75,163-45.1% |
| Participation rate | 33.8% | 62.5%-28.7pp | 72.3%-38.5pp | 67.2%-33.4pp |
| Annual return | 20.66% | 34.93%-14.3pp | 28.35%-7.7pp | 160.62%-140.0pp |
| Employer contribution / active EE | $905 | $1,808-50.0% | $2,835-68.1% | $2,670-66.1% |
| Participant deferral / active EE | $1,858 | $3,074-39.6% | $4,245-56.2% | $4,125-55.0% |
| Admin fee / account holder | $417 | $4,099-89.8% | $5,678-92.7% | $5,651-92.6% |