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 | $27,691 | $58,577-52.7% | $83,333-66.8% | $64,186-56.9% |
| Participation rate | 60.7% | 72.0%-11.3pp | 77.8%-17.0pp | 69.6%-8.9pp |
| Annual return | 0.91% | 9.65%-8.7pp | 10.63%-9.7pp | 7.63%-6.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,237 | $4,654+77.0% | $5,565+48.0% | $3,470+137.4% |
| Admin fee / account holder | $2,599 | $9,275-72.0% | $7,510-65.4% | $4,888-46.8% |