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 | $34,681 | $56,317-38.4% | $71,209-51.3% | $74,304-53.3% |
| Participation rate | 21.1% | 55.1%-34.0pp | 73.8%-52.7pp | 60.3%-39.2pp |
| Annual return | 15.16% | 42.83%-27.7pp | 282.51%-267.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $263 | $2,160-87.8% | $2,721-90.3% | $2,241-88.3% |
| Participant deferral / active EE | $1,048 | $2,788-62.4% | $4,175-74.9% | $3,767-72.2% |
| Admin fee / account holder | $1,729 | $2,290-24.5% | $5,349-67.7% | $2,969-41.8% |