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 | $18,759 | $49,915-62.4% | $154,803-87.9% | $74,304-74.8% |
| Participation rate | 25.4% | 54.0%-28.5pp | 78.1%-52.6pp | 60.3%-34.9pp |
| Annual return | 19.12% | 34.06%-14.9pp | 58.88%-39.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $391 | $1,611-75.7% | $4,305-90.9% | $2,241-82.5% |
| Participant deferral / active EE | $647 | $2,255-71.3% | $5,540-88.3% | $3,767-82.8% |
| Admin fee / account holder | $1,851 | $2,189-15.4% | $14,329-87.1% | $2,969-37.6% |