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 | $23,172 | $76,407-69.7% | $150,298-84.6% | $82,448-71.9% |
| Participation rate | 51.8% | 66.4%-14.6pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 14.64% | 39.99%-25.4pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,266 | $2,614-51.6% | $4,154-69.5% | $2,551-50.4% |
| Participant deferral / active EE | $2,902 | $3,214-9.7% | $5,453-46.8% | $4,139-29.9% |
| Admin fee / account holder | $3,530 | $6,352-44.4% | $14,116-75.0% | $7,234-51.2% |