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 | $43,701 | $72,137-39.4% | $142,449-69.3% | $71,457-38.8% |
| Participation rate | 33.9% | 71.7%-37.8pp | 76.8%-42.9pp | 67.9%-34.1pp |
| Annual return | 18.81% | 21.15%-2.3pp | 19.99%-1.2pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,358 | $3,793-64.2% | $4,847-72.0% | $2,588-47.5% |
| Participant deferral / active EE | $2,521 | $5,280-52.3% | $6,283-59.9% | $4,289-41.2% |
| Admin fee / account holder | $2,881 | $1,433+101.0% | $10,011-71.2% | $1,587+81.5% |