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 | $35,466 | $65,246-45.6% | $98,716-64.1% | $67,986-47.8% |
| Participation rate | 29.7% | 51.4%-21.7pp | 69.3%-39.6pp | 57.2%-27.5pp |
| Annual return | 17.72% | 20.58%-2.9pp | 31.81%-14.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $955 | $1,042-8.3% | $2,279-58.1% | $2,019-52.7% |
| Participant deferral / active EE | $1,686 | $2,594-35.0% | $4,048-58.3% | $3,358-49.8% |
| Admin fee / account holder | $1,201 | $4,561-73.7% | $8,703-86.2% | $3,203-62.5% |