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 | $38,800 | $48,750-20.4% | $88,946-56.4% | $74,304-47.8% |
| Participation rate | 56.5% | 44.5%+12.0pp | 68.8%-12.4pp | 60.3%-3.9pp |
| Annual return | 18.67% | 25.91%-7.2pp | 57.82%-39.1pp | 29.43%-10.8pp |
| Employer contribution / active EE | $471 | $1,255-62.5% | $2,555-81.6% | $2,241-79.0% |
| Participant deferral / active EE | $3,353 | $2,423+38.4% | $4,581-26.8% | $3,767-11.0% |
| Admin fee / account holder | $3,056 | $3,756-18.6% | $8,261-63.0% | $2,969+2.9% |