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 | $43,032 | $60,022-28.3% | $88,946-51.6% | $84,808-49.3% |
| Participation rate | 39.1% | 57.8%-18.7pp | 68.8%-29.7pp | 68.3%-29.2pp |
| Annual return | 16.67% | 22.43%-5.8pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $849 | $1,703-50.2% | $2,555-66.8% | $2,631-67.7% |
| Participant deferral / active EE | $1,043 | $3,114-66.5% | $4,581-77.2% | $4,212-75.2% |
| Admin fee / account holder | $6,465 | $4,811+34.4% | $8,261-21.7% | $7,344-12.0% |