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 | $33,047 | $102,966-67.9% | $90,281-63.4% | $152,861-78.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.4%-44.9pp |
| Annual return | 21.37% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $764 | $3,139-75.7% | $2,854-73.2% | $4,762-84.0% |
| Participant deferral / active EE | $2,161 | $4,281-49.5% | $3,885-44.4% | $5,850-63.1% |
| Admin fee / account holder | $8,333 | $6,171+35.0% | $5,351+55.7% | $11,596-28.1% |