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 | $31,904 | $98,750-67.7% | $149,696-78.7% | $79,858-60.0% |
| Participation rate | 39.5% | 75.8%-36.3pp | 82.5%-43.0pp | 69.6%-30.2pp |
| Annual return | 31.87% | 27.43%+4.4pp | 276.60%-244.7pp | 31.71%+0.2pp |
| Employer contribution / active EE | $720 | $3,216-77.6% | $4,644-84.5% | $2,471-70.9% |
| Participant deferral / active EE | $3,562 | $5,680-37.3% | $6,842-47.9% | $3,740-4.8% |
| Admin fee / account holder | $928 | $6,053-84.7% | $9,309-90.0% | $5,306-82.5% |