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 | $55,873 | $64,348-13.2% | $90,160-38.0% | $70,131-20.3% |
| Participation rate | 48.6% | 70.4%-21.8pp | 76.9%-28.2pp | 69.5%-20.9pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,371 | $4,389-23.2% | $5,288-36.2% | $3,332+1.2% |
| Admin fee / account holder | $926 | $3,944-76.5% | $5,943-84.4% | $4,645-80.1% |