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 | $33,456 | $162,781-79.4% | $133,956-75.0% | $158,922-78.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 18.58% | 41.94%-23.4pp | 45.09%-26.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,853 | $4,975-62.8% | $3,919-52.7% | $4,761-61.1% |
| Participant deferral / active EE | $2,619 | $5,911-55.7% | $5,048-48.1% | $5,982-56.2% |
| Admin fee / account holder | $607 | $11,736-94.8% | $8,927-93.2% | $11,246-94.6% |