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 | $29,186 | $81,248-64.1% | $155,509-81.2% | $80,856-63.9% |
| Participation rate | 44.8% | 66.2%-21.5pp | 78.2%-33.4pp | 67.6%-22.9pp |
| Annual return | 21.85% | 33.31%-11.5pp | 64.67%-42.8pp | 35.59%-13.7pp |
| Employer contribution / active EE | $1,425 | $3,100-54.0% | $4,672-69.5% | $2,755-48.3% |
| Participant deferral / active EE | $3,302 | $3,452-4.3% | $5,626-41.3% | $4,296-23.1% |
| Admin fee / account holder | $1,983 | $7,997-75.2% | $15,912-87.5% | $6,918-71.3% |