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 | $76,765 | $81,446-5.7% | $103,374-25.7% | $80,874-5.1% |
| Participation rate | 38.6% | 66.9%-28.2pp | 74.5%-35.9pp | 67.6%-29.0pp |
| Annual return | 15.10% | 25.57%-10.5pp | 24.89%-9.8pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,236 | $3,107-60.2% | $3,869-68.1% | $2,756-55.1% |
| Participant deferral / active EE | $2,822 | $3,870-27.1% | $5,058-44.2% | $4,297-34.3% |
| Admin fee / account holder | $1,131 | $6,715-83.2% | $8,394-86.5% | $6,935-83.7% |